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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 | $11,792 | $115,903-89.8% | $100,528-88.3% | $158,966-92.6% |
| Participation rate | 68.8% | 81.6%-12.8pp | 79.4%-10.7pp | 82.0%-13.2pp |
| Annual return | 38.51% | 34.80%+3.7pp | 30.90%+7.6pp | 302.95%-264.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,993 | $6,677-25.2% | $6,271-20.4% | $5,983-16.5% |
| Admin fee / account holder | $1,183 | $11,000-89.3% | $8,084-85.4% | $11,250-89.5% |