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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 | $9,207 | $81,331-88.7% | $155,534-94.1% | $80,935-88.6% |
| Participation rate | 54.2% | 66.3%-12.0pp | 78.2%-24.0pp | 67.7%-13.4pp |
| Annual return | 10.89% | 33.37%-22.5pp | 64.92%-54.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,509 | $3,454-56.3% | $5,630-73.2% | $4,299-64.9% |
| Admin fee / account holder | $4,909 | $7,999-38.6% | $15,900-69.1% | $6,924-29.1% |