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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 | $19,682 | $135,956-85.5% | $123,894-84.1% | $273,970-92.8% |
| Participation rate | 39.1% | 84.1%-44.9pp | 81.4%-42.3pp | 83.0%-43.9pp |
| Annual return | 10.60% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,453 | $6,343+1.7% | $5,984+7.8% | $5,287+22.0% |
| Admin fee / account holder | $3,108 | $9,817-68.3% | $8,357-62.8% | $10,132-69.3% |