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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 | $9,490 | $105,856-91.0% | $90,161-89.5% | $147,586-93.6% |
| Participation rate | 38.1% | 79.7%-41.6pp | 76.9%-38.8pp | 82.8%-44.7pp |
| Annual return | 34.27% | 37.63%-3.4pp | 34.89%-0.6pp | 578.59%-544.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,061 | $5,733-29.2% | $5,287-23.2% | $5,439-25.3% |
| Admin fee / account holder | $2,767 | $8,046-65.6% | $5,943-53.4% | $10,886-74.6% |