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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 | $27,702 | $97,550-71.6% | $120,344-77.0% | $87,485-68.3% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.7%-15.2pp | 68.9%-7.4pp |
| Annual return | 17.15% | 18.41%-1.3pp | 20.30%-3.2pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,074 | $4,230-51.0% | $5,135-59.6% | $4,274-51.5% |
| Admin fee / account holder | $986 | $9,543-89.7% | $12,742-92.3% | $7,775-87.3% |