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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 | $9,924 | $215,361-95.4% | $171,082-94.2% | $273,972-96.4% |
| Participation rate | 61.1% | 82.0%-20.9pp | 76.7%-15.6pp | 83.0%-21.9pp |
| Annual return | 3.05% | 25.14%-22.1pp | 32.56%-29.5pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,088 | $5,543-80.4% | $4,797-77.3% | $5,287-79.4% |
| Admin fee / account holder | $1,284 | $10,846-88.2% | $8,520-84.9% | $10,133-87.3% |