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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 | $24,979 | $78,428-68.2% | $95,960-74.0% | $79,852-68.7% |
| Participation rate | 64.6% | 73.5%-8.9pp | 77.1%-12.5pp | 69.6%-5.0pp |
| Annual return | 16.51% | 19.37%-2.9pp | 91.63%-75.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,036 | $3,440-11.7% | $4,167-27.1% | $3,740-18.8% |
| Admin fee / account holder | $680 | $5,622-87.9% | $6,797-90.0% | $5,306-87.2% |