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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 | $9,388 | $53,128-82.3% | $86,582-89.2% | $70,126-86.6% |
| Participation rate | 60.3% | 65.3%-5.0pp | 73.5%-13.3pp | 69.5%-9.3pp |
| Annual return | 15.01% | 27.66%-12.6pp | 965.08%-950.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,572 | $2,695-41.7% | $3,609-56.4% | $3,332-52.8% |
| Admin fee / account holder | $3,715 | $3,584+3.7% | $4,904-24.3% | $4,645-20.0% |