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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 | $14,891 | $138,312-89.2% | $122,979-87.9% | $155,188-90.4% |
| Participation rate | 27.3% | 80.2%-52.9pp | 77.2%-49.9pp | 80.8%-53.5pp |
| Annual return | 18.45% | 22.06%-3.6pp | 20.12%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,944 | $5,592-47.3% | $5,003-41.1% | $6,531-54.9% |
| Admin fee / account holder | $2,299 | $15,089-84.8% | $12,864-82.1% | $14,480-84.1% |