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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 | $73,787-84.2% | $98,716-88.2% | $82,448-85.9% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 42.89% | 18.57%+24.3pp | 31.81%+11.1pp | 41.64%+1.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,924 | $3,081-37.6% | $4,048-52.5% | $4,139-53.5% |
| Admin fee / account holder | $1,972 | $6,500-69.7% | $8,703-77.3% | $7,234-72.7% |