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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 | $9,644 | $53,128-81.8% | $86,581-88.9% | $70,124-86.2% |
| Participation rate | 53.8% | 65.3%-11.5pp | 73.5%-19.7pp | 69.5%-15.7pp |
| Annual return | 26.07% | 27.66%-1.6pp | 965.06%-939.0pp | 73.14%-47.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,830 | $2,695+5.0% | $3,609-21.6% | $3,332-15.1% |
| Admin fee / account holder | $874 | $3,584-75.6% | $4,904-82.2% | $4,645-81.2% |