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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 | $33,944 | $138,385-75.5% | $184,243-81.6% | $80,925-58.1% |
| Participation rate | 55.7% | 83.9%-28.2pp | 86.8%-31.1pp | 67.7%-12.0pp |
| Annual return | 22.16% | 20.02%+2.1pp | 28.82%-6.7pp | 35.65%-13.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,663 | $7,075+8.3% | $9,132-16.1% | $4,299+78.3% |
| Admin fee / account holder | $5,834 | $10,489-44.4% | $13,914-58.1% | $6,940-15.9% |