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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 | $15,724 | $77,523-79.7% | $100,383-84.3% | $80,874-80.6% |
| Participation rate | 66.7% | 77.0%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 17.39% | 37.21%-19.8pp | 49.26%-31.9pp | 35.62%-18.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,411 | $6,822+23.3% | $8,086+4.0% | $4,297+95.7% |
| Admin fee / account holder | $1,046 | $5,899-82.3% | $7,900-86.8% | $6,935-84.9% |