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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 | $10,553 | $72,492-85.4% | $87,104-87.9% | $72,975-85.5% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 25.27% | 24.46%+0.8pp | 28.19%-2.9pp | 81.01%-55.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,164 | $3,270-3.2% | $4,048-21.8% | $3,608-12.3% |
| Admin fee / account holder | $3,218 | $5,055-36.3% | $7,491-57.0% | $5,124-37.2% |