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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 | $10,560 | $95,415-88.9% | $185,851-94.3% | $85,851-87.7% |
| Participation rate | 64.3% | 68.8%-4.5pp | 81.7%-17.4pp | 69.3%-5.0pp |
| Annual return | 19.17% | 23.59%-4.4pp | 122.11%-102.9pp | 318.63%-299.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,410 | $3,424-29.6% | $5,569-56.7% | $3,952-39.0% |
| Admin fee / account holder | $496 | $7,215-93.1% | $16,245-96.9% | $6,261-92.1% |