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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 | $20,533 | $138,312-85.2% | $122,979-83.3% | $155,188-86.8% |
| Participation rate | 64.7% | 80.2%-15.5pp | 77.2%-12.5pp | 80.8%-16.1pp |
| Annual return | 17.01% | 22.06%-5.1pp | 20.12%-3.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,740 | $5,592+127.8% | $5,003+154.6% | $6,531+95.1% |
| Admin fee / account holder | $10,883 | $15,089-27.9% | $12,864-15.4% | $14,480-24.8% |