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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 | $6,050 | $43,333-86.0% | $59,883-89.9% | $64,181-90.6% |
| Participation rate | 35.3% | 69.2%-33.9pp | 74.7%-39.4pp | 69.6%-34.3pp |
| Annual return | 6.35% | -1.55%+7.9pp | 3.46%+2.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,703 | $2,547-33.1% | $3,402-49.9% | $3,470-50.9% |
| Admin fee / account holder | $1,837 | $3,006-38.9% | $3,591-48.8% | $4,887-62.4% |