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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 | $8,100 | $77,638-89.6% | $156,551-94.8% | $62,881-87.1% |
| Participation rate | 23.4% | 71.2%-47.8pp | 84.0%-60.6pp | 69.3%-45.9pp |
| Annual return | 9.19% | 50.33%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $990 | $3,046-67.5% | $4,871-79.7% | $3,203-69.1% |
| Admin fee / account holder | $303 | $5,561-94.5% | $13,028-97.7% | $4,296-92.9% |