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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 | $6,144 | $76,407-92.0% | $150,298-95.9% | $82,448-92.5% |
| Participation rate | 48.0% | 66.4%-18.4pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 15.39% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,026 | $3,214-68.1% | $5,453-81.2% | $4,139-75.2% |
| Admin fee / account holder | $1,226 | $6,352-80.7% | $14,116-91.3% | $7,234-83.1% |