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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 | $18,891 | $103,393-81.7% | $87,103-78.3% | $152,909-87.6% |
| Participation rate | 68.2% | 79.4%-11.2pp | 76.9%-8.7pp | 82.5%-14.3pp |
| Annual return | 27.13% | 28.10%-1.0pp | 28.19%-1.1pp | 345.46%-318.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,158 | $4,778-33.9% | $4,049-22.0% | $5,851-46.0% |
| Admin fee / account holder | $1,241 | $12,195-89.8% | $7,491-83.4% | $11,601-89.3% |