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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 | $11,137 | $103,387-89.2% | $87,102-87.2% | $152,885-92.7% |
| Participation rate | 53.3% | 79.4%-26.0pp | 76.9%-23.5pp | 82.5%-29.1pp |
| Annual return | 32.21% | 28.10%+4.1pp | 28.19%+4.0pp | 345.39%-313.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,278 | $4,778-31.4% | $4,048-19.0% | $5,851-44.0% |
| Admin fee / account holder | $443 | $12,193-96.4% | $7,491-94.1% | $11,598-96.2% |