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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 | $8,596 | $79,955-89.2% | $98,461-91.3% | $75,173-88.6% |
| Participation rate | 32.7% | 70.4%-37.7pp | 75.2%-42.5pp | 67.2%-34.6pp |
| Annual return | 27.49% | 19.75%+7.7pp | 21.17%+6.3pp | 160.72%-133.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,025 | $3,752-46.0% | $4,738-57.3% | $4,126-50.9% |
| Admin fee / account holder | $414 | $6,841-94.0% | $8,961-95.4% | $5,651-92.7% |