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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 | $20,806 | $106,524-80.5% | $152,301-86.3% | $87,485-76.2% |
| Participation rate | 37.0% | 75.8%-38.7pp | 82.4%-45.4pp | 68.9%-31.9pp |
| Annual return | 22.69% | 26.89%-4.2pp | 80.50%-57.8pp | 26.06%-3.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,945 | $6,525-39.5% | $8,004-50.7% | $4,274-7.7% |
| Admin fee / account holder | $1,509 | $8,287-81.8% | $14,398-89.5% | $7,775-80.6% |