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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 | $10,928 | $93,345-88.3% | $119,126-90.8% | $87,485-87.5% |
| Participation rate | 65.8% | 68.7%-2.9pp | 75.8%-10.0pp | 68.9%-3.1pp |
| Annual return | 12.27% | 19.08%-6.8pp | 282.11%-269.8pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,907 | $4,099-53.5% | $5,318-64.1% | $4,274-55.4% |
| Admin fee / account holder | $447 | $8,039-94.4% | $10,693-95.8% | $7,775-94.3% |