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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 | $8,612 | $105,210-91.8% | $159,487-94.6% | $85,851-90.0% |
| Participation rate | 58.1% | 75.8%-17.6pp | 82.8%-24.7pp | 69.3%-11.2pp |
| Annual return | 14.67% | 45.08%-30.4pp | 263.71%-249.0pp | 318.63%-304.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,546 | $5,946-57.2% | $7,354-65.4% | $3,952-35.6% |
| Admin fee / account holder | $861 | $6,934-87.6% | $10,804-92.0% | $6,261-86.2% |