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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 | $81,403-83.7% | $147,027-91.0% | $87,485-84.8% |
| Participation rate | 58.5% | 63.4%-4.9pp | 73.7%-15.2pp | 68.9%-10.4pp |
| Annual return | 16.13% | 16.51%-0.4pp | 20.23%-4.1pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,561 | $3,315-22.8% | $4,933-48.1% | $4,274-40.1% |
| Admin fee / account holder | $4,589 | $6,755-32.1% | $12,223-62.5% | $7,775-41.0% |