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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 | $7,940 | $56,894-86.0% | $84,753-90.6% | $62,881-87.4% |
| Participation rate | 44.4% | 68.5%-24.1pp | 76.6%-32.1pp | 69.3%-24.9pp |
| Annual return | 13.07% | 6.30%+6.8pp | 22.78%-9.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,566 | $2,709+31.6% | $3,712-3.9% | $3,203+11.3% |
| Admin fee / account holder | $1,015 | $3,581-71.7% | $5,333-81.0% | $4,296-76.4% |