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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 | $8,418 | $64,359-86.9% | $90,161-90.7% | $70,126-88.0% |
| Participation rate | 47.4% | 70.4%-23.1pp | 76.9%-29.5pp | 69.5%-22.2pp |
| Annual return | 51.75% | 28.13%+23.6pp | 34.89%+16.9pp | 73.15%-21.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,273 | $4,389-48.2% | $5,287-57.0% | $3,332-31.8% |
| Admin fee / account holder | $514 | $3,945-87.0% | $5,943-91.3% | $4,645-88.9% |