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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 | $13,904 | $86,940-84.0% | $102,434-86.4% | $80,935-82.8% |
| Participation rate | 28.6% | 72.4%-43.8pp | 76.5%-47.9pp | 67.7%-39.1pp |
| Annual return | 13.98% | 18.89%-4.9pp | 29.46%-15.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,172 | $4,121+1.2% | $5,055-17.5% | $4,299-3.0% |
| Admin fee / account holder | $6,378 | $8,047-20.7% | $9,462-32.6% | $6,924-7.9% |