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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 | $106,864-81.5% | $147,318-86.6% | $82,637-76.0% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 23.78% | 27.49%-3.7pp | 70.43%-46.6pp | 53.51%-29.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,934 | $6,496+68.3% | $7,906+38.3% | $4,126+165.0% |
| Admin fee / account holder | $5,006 | $8,415-40.5% | $13,708-63.5% | $7,339-31.8% |