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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 | $26,818 | $181,896-85.3% | $156,551-82.9% | $273,972-90.2% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 3.03% | 30.74%-27.7pp | 32.23%-29.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,908 | $5,550-29.6% | $4,871-19.8% | $5,287-26.1% |
| Admin fee / account holder | $22,235 | $15,560+42.9% | $13,028+70.7% | $10,133+119.4% |