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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 | $13,917 | $100,194-86.1% | $122,979-88.7% | $86,983-84.0% |
| Participation rate | 40.5% | 73.0%-32.4pp | 77.2%-36.6pp | 69.5%-29.0pp |
| Annual return | 20.46% | 16.47%+4.0pp | 20.12%+0.3pp | 25.83%-5.4pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,302 | $4,133-44.3% | $5,003-54.0% | $4,194-45.1% |
| Admin fee / account holder | $701 | $10,148-93.1% | $12,864-94.5% | $7,856-91.1% |