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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 | $9,177 | $147,556-93.8% | $129,031-92.9% | $198,609-95.4% |
| Participation rate | 58.8% | 77.2%-18.4pp | 73.4%-14.5pp | 82.4%-23.6pp |
| Annual return | 9.49% | 37.41%-27.9pp | 34.67%-25.2pp | 202.70%-193.2pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,730 | $5,760-0.5% | $5,217+9.8% | $6,977-17.9% |
| Admin fee / account holder | $8,273 | $15,467-46.5% | $13,208-37.4% | $19,030-56.5% |