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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 | $8,691 | $77,817-88.8% | $123,553-93.0% | $64,173-86.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | 28.06% | 12.49%+15.6pp | 119.21%-91.2pp | 7.63%+20.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,936 | $5,240-44.0% | $6,426-54.3% | $3,470-15.4% |
| Admin fee / account holder | $2,418 | $5,519-56.2% | $9,284-74.0% | $4,887-50.5% |