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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 | $11,790 | $77,358-84.8% | $102,184-88.5% | $87,485-86.5% |
| Participation rate | 69.0% | 78.7%-9.6pp | 82.6%-13.5pp | 68.9%+0.1pp |
| Annual return | 0.00% | 41.11%-41.1pp | 31.58%-31.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,693 | $6,753-15.7% | $8,309-31.5% | $4,274+33.2% |
| Admin fee / account holder | $4,301 | $6,809-36.8% | $11,609-63.0% | $7,775-44.7% |