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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 | $8,204 | $100,970-91.9% | $96,576-91.5% | $137,256-94.0% |
| Participation rate | 58.8% | 82.6%-23.8pp | 81.4%-22.6pp | 80.0%-21.1pp |
| Annual return | 19.45% | 38.16%-18.7pp | 38.47%-19.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,520 | $8,286-57.5% | $7,956-55.8% | $6,407-45.1% |
| Admin fee / account holder | $1,068 | $11,312-90.6% | $11,381-90.6% | $12,270-91.3% |