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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 | $22,429 | $86,949-74.2% | $102,460-78.1% | $80,959-72.3% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.7%+0.9pp |
| Annual return | 19.09% | 18.89%+0.2pp | 29.47%-10.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,533 | $4,121+155.6% | $5,056+108.3% | $4,300+144.9% |
| Admin fee / account holder | $2,244 | $8,048-72.1% | $9,460-76.3% | $6,925-67.6% |