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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 | $6,674 | $86,050-92.2% | $189,758-96.5% | $94,015-92.9% |
| Participation rate | 33.3% | 68.9%-35.6pp | 79.8%-46.5pp | 70.8%-37.5pp |
| Annual return | 26.45% | 17.77%+8.7pp | 52.62%-26.2pp | 17.84%+8.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,676 | $3,349-49.9% | $5,856-71.4% | $4,249-60.6% |
| Admin fee / account holder | $451 | $6,627-93.2% | $20,388-97.8% | $8,951-95.0% |