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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 | $9,079 | $100,970-91.0% | $96,576-90.6% | $137,256-93.4% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 24.04% | 38.16%-14.1pp | 38.47%-14.4pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,603 | $8,286-20.3% | $7,956-17.0% | $6,407+3.1% |
| Admin fee / account holder | $5,186 | $11,312-54.2% | $11,381-54.4% | $12,270-57.7% |