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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 | $46,293 | $128,603-64.0% | $197,124-76.5% | $67,986-31.9% |
| Participation rate | 59.8% | 81.7%-21.9pp | 86.7%-26.9pp | 57.2%+2.6pp |
| Annual return | 20.92% | 23.77%-2.8pp | 44.34%-23.4pp | 31.67%-10.7pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,853 | $6,840+14.8% | $9,135-14.0% | $3,358+133.9% |
| Admin fee / account holder | $5,315 | $3,035+75.1% | $16,298-67.4% | $3,203+65.9% |