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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 | $18,332 | $138,385-86.8% | $184,243-90.1% | $80,925-77.3% |
| Participation rate | 62.2% | 83.9%-21.7pp | 86.8%-24.7pp | 67.7%-5.5pp |
| Annual return | 13.73% | 20.02%-6.3pp | 28.82%-15.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,784 | $7,075-32.4% | $9,132-47.6% | $4,299+11.3% |
| Admin fee / account holder | $408 | $10,489-96.1% | $13,914-97.1% | $6,940-94.1% |