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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 | $9,731 | $110,379-91.2% | $102,412-90.5% | $145,884-93.3% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 10.17% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,284 | $5,622-41.6% | $5,060-35.1% | $6,690-50.9% |
| Admin fee / account holder | $2,975 | $9,745-69.5% | $8,388-64.5% | $13,392-77.8% |