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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 | $6,881 | $81,276-91.5% | $155,574-95.6% | $80,925-91.5% |
| Participation rate | 21.3% | 66.2%-44.9pp | 78.2%-56.9pp | 67.7%-46.3pp |
| Annual return | 12.03% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,001 | $3,453-71.0% | $5,629-82.2% | $4,299-76.7% |
| Admin fee / account holder | $988 | $7,993-87.6% | $15,914-93.8% | $6,940-85.8% |