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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 | $10,635 | $106,524-90.0% | $152,301-93.0% | $87,485-87.8% |
| Participation rate | 55.7% | 75.8%-20.0pp | 82.4%-26.7pp | 68.9%-13.2pp |
| Annual return | 14.41% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,765 | $6,525-57.6% | $8,004-65.5% | $4,274-35.3% |
| Admin fee / account holder | $643 | $8,287-92.2% | $14,398-95.5% | $7,775-91.7% |