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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 | $6,996 | $64,920-89.2% | $103,693-93.3% | $86,983-92.0% |
| Participation rate | 31.6% | 63.6%-32.0pp | 72.6%-41.1pp | 69.5%-38.0pp |
| Annual return | 17.83% | 30.29%-12.5pp | 47.61%-29.8pp | 25.83%-8.0pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $939 | $3,241-71.0% | $4,579-79.5% | $4,194-77.6% |
| Admin fee / account holder | $405 | $6,191-93.5% | $7,858-94.8% | $7,856-94.8% |