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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 | $27,358 | $146,267-81.3% | $197,124-86.1% | $82,448-66.8% |
| Participation rate | 65.4% | 84.0%-18.6pp | 86.7%-21.3pp | 68.1%-2.7pp |
| Annual return | 24.25% | 29.61%-5.4pp | 44.34%-20.1pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,076 | $7,035-13.6% | $9,135-33.5% | $4,139+46.8% |
| Admin fee / account holder | $1,097 | $14,422-92.4% | $16,298-93.3% | $7,234-84.8% |