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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 | $8,476 | $47,944-82.3% | $67,834-87.5% | $62,881-86.5% |
| Participation rate | 29.7% | 61.1%-31.3pp | 68.8%-39.1pp | 69.3%-39.6pp |
| Annual return | 11.69% | 11.77%-0.1pp | 138.47%-126.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,197 | $2,247-46.7% | $3,160-62.1% | $3,203-62.6% |
| Admin fee / account holder | $413 | $3,712-88.9% | $4,622-91.1% | $4,296-90.4% |