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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 | $11,848 | $78,197-84.8% | $98,090-87.9% | $82,637-85.7% |
| Participation rate | 68.9% | 77.5%-8.6pp | 81.5%-12.7pp | 68.1%+0.8pp |
| Annual return | 31.23% | 40.25%-9.0pp | 37.05%-5.8pp | 53.51%-22.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,173 | $6,636-7.0% | $7,845-21.3% | $4,126+49.6% |
| Admin fee / account holder | $2,210 | $14,832-85.1% | $11,815-81.3% | $7,339-69.9% |