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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 | $11,382 | $101,063-88.7% | $81,473-86.0% | $147,586-92.3% |
| Participation rate | 35.0% | 74.5%-39.5pp | 68.0%-33.0pp | 82.8%-47.8pp |
| Annual return | 21.43% | 32.41%-11.0pp | 38.78%-17.4pp | 578.59%-557.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,537 | $4,242-63.8% | $3,537-56.6% | $5,439-71.7% |
| Admin fee / account holder | $495 | $5,812-91.5% | $4,561-89.2% | $10,886-95.5% |