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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 | $8,109 | $64,920-87.5% | $103,693-92.2% | $86,983-90.7% |
| Participation rate | 66.7% | 63.6%+3.1pp | 72.6%-6.0pp | 69.5%-2.9pp |
| Annual return | 17.27% | 30.29%-13.0pp | 47.61%-30.3pp | 25.83%-8.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,860 | $3,241-42.6% | $4,579-59.4% | $4,194-55.7% |
| Admin fee / account holder | $695 | $6,191-88.8% | $7,858-91.2% | $7,856-91.2% |