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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 | $8,585 | $77,449-88.9% | $69,483-87.6% | $152,909-94.4% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 27.32% | 39.09%-11.8pp | 28.99%-1.7pp | 345.46%-318.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,308 | $4,415-47.7% | $3,537-34.7% | $5,851-60.6% |
| Admin fee / account holder | $2,384 | $6,210-61.6% | $3,841-37.9% | $11,601-79.4% |