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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 | $13,274 | $77,896-83.0% | $134,172-90.1% | $82,448-83.9% |
| Participation rate | 58.5% | 62.8%-4.3pp | 72.5%-13.9pp | 68.1%-9.5pp |
| Annual return | 16.13% | 18.21%-2.1pp | 25.30%-9.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,561 | $3,162-19.0% | $4,690-45.4% | $4,139-38.1% |
| Admin fee / account holder | $4,589 | $6,336-27.6% | $12,016-61.8% | $7,234-36.6% |