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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 | $8,916 | $77,814-88.5% | $158,223-94.4% | $86,983-89.7% |
| Participation rate | 66.7% | 68.4%-1.7pp | 79.2%-12.5pp | 69.5%-2.9pp |
| Annual return | 19.08% | 30.54%-11.5pp | 52.09%-33.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,515 | $3,270-53.7% | $5,467-72.3% | $4,194-63.9% |
| Admin fee / account holder | $775 | $5,879-86.8% | $16,047-95.2% | $7,856-90.1% |