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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,506 | $87,834-93.7% | $133,975-95.9% | $62,881-91.2% |
| Participation rate | 67.9% | 83.4%-15.4pp | 87.1%-19.1pp | 69.3%-1.4pp |
| Annual return | 15.05% | 12.05%+3.0pp | 29.29%-14.2pp | 20.14%-5.1pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,492 | $4,812-48.2% | $6,282-60.3% | $3,203-22.2% |
| Admin fee / account holder | $687 | $5,372-87.2% | $9,324-92.6% | $4,296-84.0% |