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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 | $17,085 | $97,550-82.5% | $120,344-85.8% | $87,485-80.5% |
| Participation rate | 54.8% | 72.8%-18.0pp | 76.7%-21.9pp | 68.9%-14.1pp |
| Annual return | 18.44% | 18.41%0pp | 20.30%-1.9pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,887 | $4,230-31.7% | $5,135-43.8% | $4,274-32.4% |
| Admin fee / account holder | $1,146 | $9,543-88.0% | $12,742-91.0% | $7,775-85.3% |