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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 | $11,848 | $77,358-84.7% | $102,184-88.4% | $87,485-86.5% |
| Participation rate | 68.9% | 78.7%-9.8pp | 82.6%-13.7pp | 68.9%0pp |
| Annual return | 31.23% | 41.11%-9.9pp | 31.58%-0.3pp | 26.06%+5.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,173 | $6,753-8.6% | $8,309-25.7% | $4,274+44.4% |
| Admin fee / account holder | $2,210 | $6,809-67.5% | $11,609-81.0% | $7,775-71.6% |