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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 | $10,886 | $65,027-83.3% | $90,970-88.0% | $79,852-86.4% |
| Participation rate | 69.0% | 61.6%+7.4pp | 69.0%0pp | 69.6%-0.7pp |
| Annual return | 30.55% | 30.45%+0.1pp | 134.58%-104.0pp | 31.72%-1.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,793 | $2,512+51.0% | $3,373+12.4% | $3,740+1.4% |
| Admin fee / account holder | $352 | $4,535-92.2% | $5,960-94.1% | $5,306-93.4% |