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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 | $26,989 | $83,898-67.8% | $133,346-79.8% | $94,015-71.3% |
| Participation rate | 50.6% | 63.4%-12.7pp | 72.8%-22.2pp | 70.8%-20.2pp |
| Annual return | 17.86% | 16.00%+1.9pp | 36.85%-19.0pp | 17.84%0pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,715 | $3,245-47.1% | $4,332-60.4% | $4,249-59.6% |
| Admin fee / account holder | $828 | $7,809-89.4% | $14,264-94.2% | $8,951-90.8% |