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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 | $126,661-88.2% | $113,397-86.9% | $138,895-89.3% |
| Participation rate | 27.3% | 79.4%-52.2pp | 76.5%-49.2pp | 79.9%-52.6pp |
| Annual return | 18.45% | 25.05%-6.6pp | 23.20%-4.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,944 | $5,693-48.3% | $5,076-42.0% | $6,396-54.0% |
| Admin fee / account holder | $2,299 | $14,549-84.2% | $11,957-80.8% | $12,562-81.7% |