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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 | $9,400 | $79,449-88.2% | $189,597-95.0% | $85,851-89.1% |
| Participation rate | 31.4% | 66.0%-34.6pp | 78.4%-47.0pp | 69.3%-37.9pp |
| Annual return | 14.98% | 18.45%-3.5pp | 64.20%-49.2pp | 318.63%-303.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,521 | $4,051-62.4% | $6,174-75.4% | $3,952-61.5% |
| Admin fee / account holder | $829 | $5,377-84.6% | $9,807-91.5% | $6,261-86.8% |