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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 | $11,546 | $76,367-84.9% | $93,614-87.7% | $72,983-84.2% |
| Participation rate | 27.3% | 71.7%-44.5pp | 75.8%-48.6pp | 69.5%-42.2pp |
| Annual return | 69.23% | 25.82%+43.4pp | 32.76%+36.5pp | 81.01%-11.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,005 | $3,538-43.3% | $4,069-50.7% | $3,608-44.4% |
| Admin fee / account holder | $485 | $6,838-92.9% | $7,889-93.9% | $5,124-90.5% |