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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 | $25,481 | $67,602-62.3% | $82,312-69.0% | $70,126-63.7% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 28.13% | 21.57%+6.6pp | 25.88%+2.3pp | 73.15%-45.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,529 | $2,987+118.6% | $3,706+76.2% | $3,332+95.9% |
| Admin fee / account holder | $3,643 | $4,512-19.2% | $5,608-35.0% | $4,645-21.6% |