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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 | $17,147 | $106,749-83.9% | $145,433-88.2% | $82,448-79.2% |
| Participation rate | 67.5% | 75.6%-8.1pp | 82.1%-14.6pp | 68.1%-0.6pp |
| Annual return | 20.15% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,726 | $6,519-58.2% | $7,897-65.5% | $4,139-34.2% |
| Admin fee / account holder | $1,337 | $8,390-84.1% | $13,129-89.8% | $7,234-81.5% |