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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 | $8,280 | $78,670-89.5% | $109,173-92.4% | $85,847-90.4% |
| Participation rate | 55.8% | 68.3%-12.5pp | 75.9%-20.1pp | 69.3%-13.5pp |
| Annual return | 16.18% | 25.09%-8.9pp | 25.75%-9.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,313 | $3,467-33.3% | $4,654-50.3% | $3,952-41.5% |
| Admin fee / account holder | $1,739 | $5,469-68.2% | $6,755-74.3% | $6,261-72.2% |