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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 | $11,996 | $96,731-87.6% | $123,973-90.3% | $86,983-86.2% |
| Participation rate | 66.7% | 70.0%-3.4pp | 76.7%-10.0pp | 69.5%-2.9pp |
| Annual return | 20.11% | 17.33%+2.8pp | 388.13%-368.0pp | 25.83%-5.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,970 | $4,152-52.5% | $5,247-62.4% | $4,194-53.0% |
| Admin fee / account holder | $1,130 | $8,722-87.0% | $11,799-90.4% | $7,856-85.6% |