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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 | $18,533 | $138,393-86.6% | $184,256-89.9% | $80,959-77.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.7%-17.7pp |
| Annual return | 11.44% | 20.01%-8.6pp | 28.85%-17.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,560 | $7,076-21.4% | $9,133-39.1% | $4,300+29.3% |
| Admin fee / account holder | $2,318 | $10,489-77.9% | $13,899-83.3% | $6,925-66.5% |