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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 | $10,955 | $75,807-85.5% | $116,096-90.6% | $86,983-87.4% |
| Participation rate | 66.7% | 66.9%-0.2pp | 73.3%-6.7pp | 69.5%-2.9pp |
| Annual return | 15.75% | 18.57%-2.8pp | 326.25%-310.5pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,002 | $3,212-6.5% | $3,952-24.0% | $4,194-28.4% |
| Admin fee / account holder | $577 | $6,659-91.3% | $7,704-92.5% | $7,856-92.7% |