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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 | $11,260 | $93,064-87.9% | $74,577-84.9% | $273,972-95.9% |
| Participation rate | 65.2% | 74.9%-9.7pp | 68.1%-2.9pp | 83.0%-17.8pp |
| Annual return | 7.86% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,684 | $4,160-35.5% | $3,458-22.4% | $5,287-49.2% |
| Admin fee / account holder | $621 | $5,273-88.2% | $4,138-85.0% | $10,133-93.9% |