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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 | $24,293 | $64,909-62.6% | $82,312-70.5% | $62,293-61.0% |
| Participation rate | 59.6% | 74.9%-15.2pp | 76.9%-17.2pp | 69.5%-9.9pp |
| Annual return | 25.51% | 21.18%+4.3pp | 25.88%-0.4pp | 28.90%-3.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,561 | $3,103+14.8% | $3,706-3.9% | $3,169+12.4% |
| Admin fee / account holder | $2,164 | $440+392.2% | $5,608-61.4% | $479+351.4% |