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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 | $107,666-91.6% | $102,184-91.1% | $154,746-94.1% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 24.04% | 29.33%-5.3pp | 31.58%-7.5pp | 172.34%-148.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,603 | $8,719-24.3% | $8,309-20.5% | $6,730-1.9% |
| Admin fee / account holder | $5,186 | $12,943-59.9% | $11,609-55.3% | $14,365-63.9% |