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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 | $27,248 | $128,603-78.8% | $197,124-86.2% | $67,986-59.9% |
| Participation rate | 66.3% | 81.7%-15.3pp | 86.7%-20.4pp | 57.2%+9.1pp |
| Annual return | 21.23% | 23.77%-2.5pp | 44.34%-23.1pp | 31.67%-10.4pp |
| Employer contribution / active EE | $1 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,959 | $6,840+1.7% | $9,135-23.8% | $3,358+107.2% |
| Admin fee / account holder | $3,332 | $3,035+9.8% | $16,298-79.6% | $3,203+4.0% |