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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 | $102,609-91.2% | $98,090-90.7% | $138,895-93.5% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 24.04% | 36.44%-12.4pp | 37.05%-13.0pp | 145.39%-121.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,603 | $8,167-19.2% | $7,845-15.8% | $6,396+3.2% |
| Admin fee / account holder | $5,186 | $11,434-54.6% | $11,815-56.1% | $12,562-58.7% |