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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 | $8,924 | $123,155-92.8% | $108,753-91.8% | $155,188-94.2% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 15.19% | 44.73%-29.5pp | 37.47%-22.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,779 | $4,623-39.9% | $4,115-32.5% | $6,531-57.5% |
| Admin fee / account holder | $1,838 | $12,126-84.8% | $10,320-82.2% | $14,480-87.3% |