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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 | $9,528 | $51,642-81.6% | $129,384-92.6% | $80,935-88.2% |
| Participation rate | 31.0% | 56.9%-26.0pp | 69.6%-38.7pp | 67.7%-36.7pp |
| Annual return | 22.28% | 20.78%+1.5pp | 9461.77%-9439.5pp | 35.66%-13.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,373 | $2,670-48.6% | $4,166-67.0% | $4,299-68.1% |
| Admin fee / account holder | $1,043 | $4,312-75.8% | $7,686-86.4% | $6,924-84.9% |