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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 | $11,503 | $48,364-76.2% | $71,796-84.0% | $62,881-81.7% |
| Participation rate | 45.5% | 60.6%-15.2pp | 69.1%-23.7pp | 69.3%-23.9pp |
| Annual return | 7.62% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,193 | $2,091-42.9% | $2,794-57.3% | $3,203-62.7% |
| Admin fee / account holder | $386 | $3,771-89.8% | $4,815-92.0% | $4,296-91.0% |