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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 | $117,829-89.1% | $102,423-87.5% | $145,877-91.2% |
| Participation rate | 35.3% | 78.6%-43.3pp | 76.5%-41.2pp | 80.3%-45.0pp |
| Annual return | 11.60% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,248 | $5,732-60.8% | $5,054-55.5% | $6,691-66.4% |
| Admin fee / account holder | $576 | $13,335-95.7% | $9,455-93.9% | $13,402-95.7% |