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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 | $9,170 | $100,970-90.9% | $96,576-90.5% | $137,256-93.3% |
| Participation rate | 68.2% | 82.6%-14.4pp | 81.4%-13.3pp | 80.0%-11.8pp |
| Annual return | 46.29% | 38.16%+8.1pp | 38.47%+7.8pp | 220.34%-174.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,179 | $8,286-49.6% | $7,956-47.5% | $6,407-34.8% |
| Admin fee / account holder | $1,313 | $11,312-88.4% | $11,381-88.5% | $12,270-89.3% |