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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 | $20,174 | $72,177-72.0% | $115,038-82.5% | $59,633-66.2% |
| Participation rate | 61.3% | 72.6%-11.3pp | 81.4%-20.1pp | 68.7%-7.4pp |
| Annual return | 3.70% | 12.02%-8.3pp | 26.14%-22.4pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,572 | $4,783-25.3% | $6,026-40.7% | $3,192+11.9% |
| Admin fee / account holder | $2,389 | $4,927-51.5% | $8,175-70.8% | $4,297-44.4% |