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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 | $6,705 | $65,034-89.7% | $90,970-92.6% | $79,856-91.6% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.0%-40.4pp | 69.6%-41.1pp |
| Annual return | 22.13% | 30.45%-8.3pp | 134.60%-112.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,579 | $2,512-37.1% | $3,373-53.2% | $3,741-57.8% |
| Admin fee / account holder | $2,660 | $4,536-41.4% | $5,961-55.4% | $5,306-49.9% |