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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 | $9,881 | $78,672-87.4% | $109,163-90.9% | $85,856-88.5% |
| Participation rate | 59.3% | 68.3%-9.0pp | 75.9%-16.6pp | 69.3%-10.1pp |
| Annual return | 14.88% | 25.09%-10.2pp | 25.75%-10.9pp | 318.58%-303.7pp |
| Employer contribution / active EE | $554 | $2,734-79.7% | $3,723-85.1% | $2,565-78.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,088 | $5,470-61.8% | $6,754-69.1% | $6,261-66.6% |