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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 | $10,246 | $58,523-82.5% | $99,475-89.7% | $72,975-86.0% |
| Participation rate | 69.7% | 64.6%+5.1pp | 73.8%-4.1pp | 69.5%+0.2pp |
| Annual return | 48.22% | 28.51%+19.7pp | 30.72%+17.5pp | 81.01%-32.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,205 | $2,606+23.0% | $3,619-11.4% | $3,608-11.2% |
| Admin fee / account holder | $733 | $4,102-82.1% | $6,252-88.3% | $5,124-85.7% |