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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 | $11,530 | $96,508-88.1% | $75,901-84.8% | $152,897-92.5% |
| Participation rate | 58.8% | 76.2%-17.4pp | 69.3%-10.5pp | 82.5%-23.6pp |
| Annual return | 27.43% | 33.99%-6.6pp | 30.76%-3.3pp | 345.43%-318.0pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,395 | $4,554-3.5% | $3,603+22.0% | $5,851-24.9% |
| Admin fee / account holder | $478 | $8,081-94.1% | $5,420-91.2% | $11,599-95.9% |