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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 | $10,906 | $222,882-95.1% | $182,153-94.0% | $198,609-94.5% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.7%-15.7pp | 82.4%-32.4pp |
| Annual return | 12.42% | 38.53%-26.1pp | 35.04%-22.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $916 | $4,212-78.3% | $3,776-75.7% | $6,977-86.9% |
| Admin fee / account holder | $704 | $8,972-92.2% | $9,477-92.6% | $19,030-96.3% |