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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 | $8,601 | $91,037-90.6% | $71,671-88.0% | $147,586-94.2% |
| Participation rate | 55.6% | 76.1%-20.6pp | 68.7%-13.2pp | 82.8%-27.3pp |
| Annual return | 18.73% | 20.48%-1.7pp | 20.65%-1.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,830 | $4,498-59.3% | $3,438-46.8% | $5,439-66.3% |
| Admin fee / account holder | $1,759 | $8,613-79.6% | $5,558-68.4% | $10,886-83.8% |