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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 | $138,393-75.5% | $184,256-81.6% | $80,959-58.1% |
| Participation rate | 55.7% | 83.9%-28.2pp | 86.8%-31.1pp | 67.7%-12.0pp |
| Annual return | 22.16% | 20.01%+2.2pp | 28.85%-6.7pp | 35.67%-13.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,663 | $7,076+8.3% | $9,133-16.1% | $4,300+78.2% |
| Admin fee / account holder | $5,834 | $10,489-44.4% | $13,899-58.0% | $6,925-15.8% |