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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 | $9,316 | $100,970-90.8% | $96,576-90.4% | $137,256-93.2% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 34.40% | 38.16%-3.8pp | 38.47%-4.1pp | 220.34%-185.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,384 | $8,286-35.0% | $7,956-32.3% | $6,407-16.0% |
| Admin fee / account holder | $2,028 | $11,312-82.1% | $11,381-82.2% | $12,270-83.5% |