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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 | $7,116 | $46,534-84.7% | $64,097-88.9% | $75,177-90.5% |
| Participation rate | 32.6% | 65.9%-33.3pp | 72.3%-39.7pp | 67.2%-34.6pp |
| Annual return | 16.14% | 26.07%-9.9pp | 33.75%-17.6pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,456 | $2,835-48.6% | $3,881-62.5% | $4,126-64.7% |
| Admin fee / account holder | $1,751 | $2,957-40.8% | $3,070-42.9% | $5,651-69.0% |