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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 | $8,168 | $105,960-92.3% | $81,726-90.0% | $158,982-94.9% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 14.79% | 38.19%-23.4pp | 29.49%-14.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,219 | $13,011-82.9% | $7,108-68.8% | $5,983-62.9% |
| Admin fee / account holder | $3,926 | $8,494-53.8% | $5,160-23.9% | $11,252-65.1% |