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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 | $10,503 | $69,012-84.8% | $160,037-93.4% | $68,490-84.7% |
| Participation rate | 43.6% | 65.4%-21.8pp | 78.0%-34.4pp | 67.9%-24.3pp |
| Annual return | 16.62% | -9.65%+26.3pp | 408.95%-392.3pp | -7.85%+24.5pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,903 | $4,212-54.8% | $6,184-69.2% | $4,028-52.8% |
| Admin fee / account holder | $1,915 | $4,798-60.1% | $8,716-78.0% | $5,403-64.6% |