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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 | $11,115 | $146,267-92.4% | $197,124-94.4% | $82,448-86.5% |
| Participation rate | 69.2% | 84.0%-14.8pp | 86.7%-17.5pp | 68.1%+1.2pp |
| Annual return | 16.59% | 29.61%-13.0pp | 44.34%-27.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,504 | $7,035-50.2% | $9,135-61.6% | $4,139-15.3% |
| Admin fee / account holder | $412 | $14,422-97.1% | $16,298-97.5% | $7,234-94.3% |