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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 | $10,482 | $157,829-93.4% | $136,867-92.3% | $198,609-94.7% |
| Participation rate | 53.8% | 77.2%-23.3pp | 74.5%-20.7pp | 82.4%-28.5pp |
| Annual return | 18.63% | 51.25%-32.6pp | 42.97%-24.3pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,325 | $5,463-57.4% | $4,924-52.8% | $6,977-66.7% |
| Admin fee / account holder | $578 | $11,107-94.8% | $10,340-94.4% | $19,030-97.0% |