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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 | $8,892 | $91,179-90.2% | $178,499-95.0% | $79,852-88.9% |
| Participation rate | 69.0% | 69.2%-0.2pp | 81.9%-12.9pp | 69.6%-0.6pp |
| Annual return | 20.40% | 24.19%-3.8pp | 151.10%-130.7pp | 31.72%-11.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,706 | $3,236-47.3% | $5,202-67.2% | $3,740-54.4% |
| Admin fee / account holder | $794 | $6,749-88.2% | $13,986-94.3% | $5,306-85.0% |