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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 | $104,098-75.3% | $140,514-81.7% | $94,015-72.6% |
| Participation rate | 45.0% | 73.7%-28.7pp | 77.8%-32.8pp | 70.8%-25.8pp |
| Annual return | 16.76% | 15.14%+1.6pp | 14.36%+2.4pp | 17.84%-1.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,230 | $4,033-44.7% | $4,919-54.7% | $4,249-47.5% |
| Admin fee / account holder | $1,054 | $10,439-89.9% | $13,697-92.3% | $8,951-88.2% |