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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 | $19,814 | $106,749-81.4% | $145,433-86.4% | $82,448-76.0% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 23.78% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,934 | $6,519+67.7% | $7,897+38.5% | $4,139+164.2% |
| Admin fee / account holder | $5,006 | $8,390-40.3% | $13,129-61.9% | $7,234-30.8% |