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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 | $11,242 | $101,063-88.9% | $81,473-86.2% | $147,585-92.4% |
| Participation rate | 58.3% | 74.5%-16.1pp | 68.0%-9.6pp | 82.8%-24.5pp |
| Annual return | 30.03% | 32.41%-2.4pp | 38.78%-8.8pp | 578.58%-548.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,252 | $4,242+47.4% | $3,537+76.8% | $5,439+15.0% |
| Admin fee / account holder | $604 | $5,812-89.6% | $4,561-86.8% | $10,886-94.5% |