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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 | $17,856 | $71,197-74.9% | $93,669-80.9% | $80,925-77.9% |
| Participation rate | 67.3% | 60.4%+6.9pp | 68.7%-1.4pp | 67.7%-0.4pp |
| Annual return | 14.91% | 11.27%+3.6pp | 133.59%-118.7pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,157 | $4,036-46.6% | $4,416-51.2% | $4,299-49.8% |
| Admin fee / account holder | $552 | $6,959-92.1% | $8,291-93.3% | $6,940-92.0% |