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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 | $11,007 | $106,267-89.6% | $96,520-88.6% | $139,456-92.1% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 23.45% | 38.45%-15.0pp | 35.72%-12.3pp | 373.45%-350.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,959 | $5,454-9.1% | $4,879+1.6% | $6,711-26.1% |
| Admin fee / account holder | $521 | $7,882-93.4% | $6,733-92.3% | $11,407-95.4% |