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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 | $24,666 | $79,961-69.2% | $98,462-74.9% | $75,177-67.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 15.64% | 19.75%-4.1pp | 21.17%-5.5pp | 160.75%-145.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,103 | $3,753-44.0% | $4,738-55.6% | $4,126-49.0% |
| Admin fee / account holder | $857 | $6,842-87.5% | $8,875-90.3% | $5,651-84.8% |