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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 | $7,193 | $60,349-88.1% | $74,184-90.3% | $62,881-88.6% |
| Participation rate | 35.4% | 72.7%-37.3pp | 76.6%-41.2pp | 69.3%-33.9pp |
| Annual return | 18.35% | 21.38%-3.0pp | 17.74%+0.6pp | 20.14%-1.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,077 | $2,856-27.3% | $3,550-41.5% | $3,203-35.2% |
| Admin fee / account holder | $393 | $4,261-90.8% | $5,586-93.0% | $4,296-90.9% |