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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 | $34,163 | $109,620-68.8% | $148,496-77.0% | $94,015-63.7% |
| Participation rate | 49.1% | 71.3%-22.1pp | 76.0%-26.9pp | 70.8%-21.7pp |
| Annual return | 16.44% | 17.54%-1.1pp | 12.33%+4.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,056 | $3,831-46.3% | $4,808-57.2% | $4,249-51.6% |
| Admin fee / account holder | $1,291 | $10,050-87.2% | $19,547-93.4% | $8,951-85.6% |