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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 | $11,395 | $65,582-82.6% | $64,099-82.2% | $71,495-84.1% |
| Participation rate | 58.7% | 73.2%-14.5pp | 72.3%-13.6pp | 67.9%-9.2pp |
| Annual return | 19.91% | 18.96%+1.0pp | 33.70%-13.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,748-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,355 | $3,628-62.6% | $3,881-65.1% | $4,291-68.4% |
| Admin fee / account holder | $730 | $616+18.4% | $3,070-76.2% | $1,588-54.1% |