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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 | $11,390 | $112,915-89.9% | $90,965-87.5% | $158,950-92.8% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 15.92% | 215.75%-199.8pp | 134.57%-118.6pp | 302.91%-287.0pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,115 | $4,128+120.8% | $3,373+170.2% | $5,983+52.4% |
| Admin fee / account holder | $4,483 | $8,044-44.3% | $5,960-24.8% | $11,248-60.1% |