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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 | $9,572 | $58,726-83.7% | $92,240-89.6% | $62,293-84.6% |
| Participation rate | 51.5% | 68.3%-16.9pp | 76.5%-25.0pp | 69.5%-18.0pp |
| Annual return | 17.98% | 43.62%-25.6pp | 176.29%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,331 | $2,766-51.9% | $3,897-65.8% | $3,169-58.0% |
| Admin fee / account holder | $919 | $556+65.2% | $5,194-82.3% | $479+91.8% |