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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 | $8,477 | $93,064-90.9% | $74,577-88.6% | $273,972-96.9% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 10.45% | 26.18%-15.7pp | 20.47%-10.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,256 | $4,160-21.7% | $3,458-5.9% | $5,287-38.4% |
| Admin fee / account holder | $1,005 | $5,273-80.9% | $4,138-75.7% | $10,133-90.1% |