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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 | $30,193 | $135,905-77.8% | $126,068-76.1% | $198,609-84.8% |
| Participation rate | 59.1% | 85.6%-26.5pp | 84.7%-25.6pp | 82.4%-23.3pp |
| Annual return | 21.84% | 14.07%+7.8pp | 15.01%+6.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,208 | $8,523-38.9% | $8,214-36.6% | $6,977-25.4% |
| Admin fee / account holder | $6,011 | $21,036-71.4% | $18,264-67.1% | $19,030-68.4% |