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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 | $97,550-73.6% | $120,344-78.6% | $87,485-70.6% |
| Participation rate | 45.0% | 72.8%-27.8pp | 76.7%-31.7pp | 68.9%-23.9pp |
| Annual return | 16.76% | 18.41%-1.7pp | 20.30%-3.5pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,230 | $4,230-47.3% | $5,135-56.6% | $4,274-47.8% |
| Admin fee / account holder | $1,054 | $9,543-89.0% | $12,742-91.7% | $7,775-86.4% |