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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 | $22,822 | $199,109-88.5% | $173,730-86.9% | $154,746-85.3% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.6%-34.1pp | 80.7%-35.2pp |
| Annual return | 17.07% | 20.02%-2.9pp | 19.96%-2.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,040 | $7,113-43.2% | $6,326-36.1% | $6,730-40.0% |
| Admin fee / account holder | $5,134 | $20,916-75.5% | $17,523-70.7% | $14,365-64.3% |