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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 | $8,576 | $54,763-84.3% | $90,324-90.5% | $72,976-88.2% |
| Participation rate | 22.5% | 65.2%-42.7pp | 73.3%-50.8pp | 69.5%-47.0pp |
| Annual return | 19.16% | 30.63%-11.5pp | 78.15%-59.0pp | 81.02%-61.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $820 | $2,887-71.6% | $3,885-78.9% | $3,608-77.3% |
| Admin fee / account holder | $3,574 | $3,973-10.1% | $5,356-33.3% | $5,124-30.3% |