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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 | $15,405 | $80,992-81.0% | $96,534-84.0% | $75,173-79.5% |
| Participation rate | 31.6% | 71.8%-40.2pp | 76.0%-44.4pp | 67.2%-35.6pp |
| Annual return | 33.99% | 27.05%+6.9pp | 25.88%+8.1pp | 160.72%-126.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,720 | $3,929-30.8% | $4,851-43.9% | $4,126-34.1% |
| Admin fee / account holder | $5,137 | $6,717-23.5% | $8,253-37.8% | $5,651-9.1% |