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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 | $145,431-81.2% | $211,142-87.0% | $87,485-68.7% |
| Participation rate | 65.4% | 84.7%-19.4pp | 87.3%-21.9pp | 68.9%-3.5pp |
| Annual return | 24.25% | 27.21%-3.0pp | 46.84%-22.6pp | 26.06%-1.8pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,076 | $6,859-11.4% | $9,284-34.6% | $4,274+42.2% |
| Admin fee / account holder | $1,097 | $17,052-93.6% | $19,076-94.3% | $7,775-85.9% |