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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 | $6,494 | $84,236-92.3% | $170,435-96.2% | $70,126-90.7% |
| Participation rate | 40.3% | 70.8%-30.5pp | 83.6%-43.3pp | 69.5%-29.2pp |
| Annual return | 16.45% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,063 | $3,086-65.6% | $4,939-78.5% | $3,332-68.1% |
| Admin fee / account holder | $1,245 | $5,698-78.1% | $13,881-91.0% | $4,645-73.2% |