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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 | $8,636 | $80,983-89.3% | $96,544-91.1% | $75,177-88.5% |
| Participation rate | 24.0% | 71.8%-47.8pp | 76.0%-52.0pp | 67.2%-43.2pp |
| Annual return | 31.70% | 27.05%+4.6pp | 25.88%+5.8pp | 160.75%-129.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,034 | $3,929-48.2% | $4,851-58.1% | $4,126-50.7% |
| Admin fee / account holder | $1,044 | $6,717-84.5% | $8,254-87.4% | $5,651-81.5% |