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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 | $11,649 | $74,535-84.4% | $100,712-88.4% | $82,637-85.9% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 42.89% | 18.92%+24.0pp | 33.27%+9.6pp | 53.51%-10.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,924 | $3,074-37.4% | $4,085-52.9% | $4,126-53.4% |
| Admin fee / account holder | $1,972 | $6,576-70.0% | $9,256-78.7% | $7,339-73.1% |