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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 | $9,358 | $165,939-94.4% | $122,354-92.4% | $147,585-93.7% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 12.98% | 34.56%-21.6pp | 30.28%-17.3pp | 578.58%-565.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $267 | $4,005-93.3% | $3,287-91.9% | $5,439-95.1% |
| Admin fee / account holder | $1,017 | $7,425-86.3% | $5,479-81.4% | $10,886-90.7% |