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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 | $24,912 | $135,905-81.7% | $126,068-80.2% | $198,609-87.5% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 19.41% | 14.07%+5.3pp | 15.01%+4.4pp | 202.70%-183.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,474 | $8,523-47.5% | $8,214-45.5% | $6,977-35.9% |
| Admin fee / account holder | $2,833 | $21,036-86.5% | $18,264-84.5% | $19,030-85.1% |