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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 | $11,530 | $113,338-89.8% | $94,993-87.9% | $147,586-92.2% |
| Participation rate | 60.9% | 78.0%-17.1pp | 73.9%-13.0pp | 82.8%-22.0pp |
| Annual return | 13.08% | 20.80%-7.7pp | 27.14%-14.1pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,706 | $3,777-28.4% | $3,317-18.4% | $5,439-50.3% |
| Admin fee / account holder | $1,863 | $6,063-69.3% | $4,960-62.4% | $10,886-82.9% |