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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 | $41,057 | $138,393-70.3% | $184,256-77.7% | $80,959-49.3% |
| Participation rate | 44.7% | 83.9%-39.2pp | 86.8%-42.1pp | 67.7%-22.9pp |
| Annual return | 11.91% | 20.01%-8.1pp | 28.85%-16.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,093 | $7,076-42.2% | $9,133-55.2% | $4,300-4.8% |
| Admin fee / account holder | $3,323 | $10,489-68.3% | $13,899-76.1% | $6,925-52.0% |