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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 | $10,842 | $84,236-87.1% | $170,435-93.6% | $70,126-84.5% |
| Participation rate | 18.4% | 70.8%-52.5pp | 83.6%-65.2pp | 69.5%-51.2pp |
| Annual return | 27.14% | 23.06%+4.1pp | 205.94%-178.8pp | 73.15%-46.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,364 | $3,086-55.8% | $4,939-72.4% | $3,332-59.1% |
| Admin fee / account holder | $874 | $5,698-84.7% | $13,881-93.7% | $4,645-81.2% |