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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 | $9,614 | $68,878-86.0% | $120,574-92.0% | $80,935-88.1% |
| Participation rate | 51.5% | 61.7%-10.2pp | 71.9%-20.4pp | 67.7%-16.1pp |
| Annual return | 11.53% | 23.67%-12.1pp | 107.42%-95.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,358 | $3,189-57.4% | $4,996-72.8% | $4,299-68.4% |
| Admin fee / account holder | $1,275 | $5,782-78.0% | $9,445-86.5% | $6,924-81.6% |