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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 | $12,479 | $97,020-87.1% | $83,322-85.0% | $135,379-90.8% |
| Participation rate | 52.6% | 80.4%-27.8pp | 77.8%-25.1pp | 82.6%-30.0pp |
| Annual return | 8.98% | 12.31%-3.3pp | 10.64%-1.7pp | 519.79%-510.8pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,726 | $5,964-37.5% | $5,565-33.0% | $5,609-33.6% |
| Admin fee / account holder | $815 | $8,426-90.3% | $7,540-89.2% | $10,828-92.5% |