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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 | $11,955 | $94,031-87.3% | $115,768-89.7% | $82,448-85.5% |
| Participation rate | 64.3% | 70.4%-6.1pp | 74.4%-10.1pp | 68.1%-3.8pp |
| Annual return | 19.26% | 20.61%-1.4pp | 100.46%-81.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,006 | $3,972-49.5% | $4,917-59.2% | $4,139-51.5% |
| Admin fee / account holder | $778 | $10,249-92.4% | $12,439-93.7% | $7,234-89.2% |