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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 | $8,181 | $106,588-92.3% | $94,215-91.3% | $155,188-94.7% |
| Participation rate | 45.5% | 74.3%-28.8pp | 70.0%-24.5pp | 80.8%-35.3pp |
| Annual return | 22.37% | 29.39%-7.0pp | 28.22%-5.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,572 | $4,802-67.3% | $4,276-63.2% | $6,531-75.9% |
| Admin fee / account holder | $404 | $12,281-96.7% | $10,216-96.0% | $14,480-97.2% |