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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 | $27,222 | $78,423-65.3% | $95,964-71.6% | $79,856-65.9% |
| Participation rate | 36.8% | 73.5%-36.6pp | 77.1%-40.2pp | 69.6%-32.8pp |
| Annual return | 14.72% | 19.37%-4.7pp | 91.64%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,834 | $3,440-46.7% | $4,167-56.0% | $3,741-51.0% |
| Admin fee / account holder | $737 | $5,622-86.9% | $6,797-89.2% | $5,306-86.1% |