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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 | $9,314 | $76,551-87.8% | $123,894-92.5% | $62,881-85.2% |
| Participation rate | 48.7% | 73.0%-24.3pp | 81.4%-32.7pp | 69.3%-20.6pp |
| Annual return | 46.62% | 18.68%+27.9pp | 47.52%-0.9pp | 20.14%+26.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,371 | $4,840-9.7% | $5,984-26.9% | $3,203+36.5% |
| Admin fee / account holder | $1,374 | $4,826-71.5% | $8,357-83.6% | $4,296-68.0% |