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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 | $21,018 | $132,310-84.1% | $105,754-80.1% | $273,970-92.3% |
| Participation rate | 55.0% | 83.2%-28.2pp | 78.9%-23.9pp | 83.0%-28.0pp |
| Annual return | 11.60% | 10.08%+1.5pp | 12.25%-0.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,192 | $6,233-64.8% | $5,326-58.8% | $5,287-58.5% |
| Admin fee / account holder | $2,173 | $12,036-81.9% | $8,309-73.8% | $10,132-78.6% |