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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 | $29,215 | $101,798-71.3% | $165,071-82.3% | $80,935-63.9% |
| Participation rate | 15.2% | 71.8%-56.7pp | 78.6%-63.5pp | 67.7%-52.5pp |
| Annual return | 14.72% | 16.73%-2.0pp | 70.17%-55.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,528 | $4,476-43.5% | $6,035-58.1% | $4,299-41.2% |
| Admin fee / account holder | $535 | $8,221-93.5% | $12,695-95.8% | $6,924-92.3% |