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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 | $17,245 | $68,586-74.9% | $120,380-85.7% | $80,911-78.7% |
| Participation rate | 40.7% | 61.6%-20.8pp | 71.9%-31.2pp | 67.6%-26.9pp |
| Annual return | 26.39% | 23.62%+2.8pp | 107.28%-80.9pp | 35.63%-9.2pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,370 | $3,174+69.2% | $4,992+7.6% | $4,297+25.0% |
| Admin fee / account holder | $4,616 | $5,733-19.5% | $9,421-51.0% | $6,935-33.4% |