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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 | $25,737 | $95,453-73.0% | $112,040-77.0% | $82,448-68.8% |
| Participation rate | 45.0% | 72.8%-27.8pp | 76.5%-31.5pp | 68.1%-23.1pp |
| Annual return | 16.76% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,230 | $4,224-47.2% | $5,098-56.3% | $4,139-46.1% |
| Admin fee / account holder | $1,054 | $9,013-88.3% | $12,098-91.3% | $7,234-85.4% |