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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 | $8,478 | $81,331-89.6% | $155,534-94.5% | $80,935-89.5% |
| Participation rate | 59.1% | 66.3%-7.1pp | 78.2%-19.1pp | 67.7%-8.5pp |
| Annual return | 11.94% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $970 | $3,454-71.9% | $5,630-82.8% | $4,299-77.4% |
| Admin fee / account holder | $434 | $7,999-94.6% | $15,900-97.3% | $6,924-93.7% |