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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 | $9,767 | $88,672-89.0% | $105,223-90.7% | $82,448-88.2% |
| Participation rate | 67.6% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.5pp |
| Annual return | 16.15% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,751 | $4,036-56.6% | $5,072-65.5% | $4,139-57.7% |
| Admin fee / account holder | $5,989 | $7,146-16.2% | $8,859-32.4% | $7,234-17.2% |