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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 | $12,282 | $141,004-91.3% | $112,273-89.1% | $139,456-91.2% |
| Participation rate | 42.9% | 79.2%-36.4pp | 72.4%-29.6pp | 80.3%-37.5pp |
| Annual return | 17.89% | 32.75%-14.9pp | 30.23%-12.3pp | 373.45%-355.6pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,800 | $5,878-69.4% | $4,800-62.5% | $6,711-73.2% |
| Admin fee / account holder | $452 | $9,959-95.5% | $7,752-94.2% | $11,407-96.0% |