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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 | $86,938-74.2% | $102,423-78.1% | $80,925-72.3% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.7%+0.9pp |
| Annual return | 19.09% | 18.89%+0.2pp | 29.42%-10.3pp | 35.65%-16.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,533 | $4,120+155.6% | $5,054+108.4% | $4,299+145.0% |
| Admin fee / account holder | $2,244 | $8,053-72.1% | $9,455-76.3% | $6,940-67.7% |