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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 | $22,512 | $135,905-83.4% | $126,068-82.1% | $198,609-88.7% |
| Participation rate | 63.6% | 85.6%-22.0pp | 84.7%-21.1pp | 82.4%-18.7pp |
| Annual return | 14.64% | 14.07%+0.6pp | 15.01%-0.4pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,081 | $8,523-40.4% | $8,214-38.1% | $6,977-27.2% |
| Admin fee / account holder | $9,533 | $21,036-54.7% | $18,264-47.8% | $19,030-49.9% |