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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 | $10,339 | $174,018-94.1% | $136,833-92.4% | $198,609-94.8% |
| Participation rate | 16.7% | 65.1%-48.5pp | 59.0%-42.4pp | 82.4%-65.7pp |
| Annual return | 20.61% | 35.16%-14.6pp | 35.32%-14.7pp | 202.70%-182.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $641 | $2,873-77.7% | $2,441-73.8% | $6,977-90.8% |
| Admin fee / account holder | $451 | $5,434-91.7% | $4,706-90.4% | $19,030-97.6% |