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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 | $15,144 | $123,478-87.7% | $216,567-93.0% | $94,015-83.9% |
| Participation rate | 33.3% | 75.1%-41.8pp | 81.6%-48.3pp | 70.8%-37.5pp |
| Annual return | 19.61% | 23.61%-4.0pp | 12.94%+6.7pp | 17.84%+1.8pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,327 | $4,556-27.0% | $6,191-46.3% | $4,249-21.7% |
| Admin fee / account holder | $4,840 | $12,753-62.0% | $21,981-78.0% | $8,951-45.9% |