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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 | $12,849 | $117,895-89.1% | $102,460-87.5% | $145,897-91.2% |
| Participation rate | 35.3% | 78.6%-43.3pp | 76.5%-41.2pp | 80.3%-45.0pp |
| Annual return | 11.60% | 31.92%-20.3pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,248 | $5,736-60.8% | $5,056-55.5% | $6,689-66.4% |
| Admin fee / account holder | $576 | $13,353-95.7% | $9,460-93.9% | $13,390-95.7% |