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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 | $7,660 | $44,850-82.9% | $60,547-87.3% | $59,633-87.2% |
| Participation rate | 45.5% | 59.5%-14.0pp | 68.0%-22.5pp | 68.7%-23.2pp |
| Annual return | 1.27% | 1074.14%-1072.9pp | 335.64%-334.4pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $149 | $1,462-89.8% | $2,419-93.9% | $2,203-93.3% |
| Participant deferral / active EE | $970 | $2,230-56.5% | $3,328-70.8% | $3,192-69.6% |
| Admin fee / account holder | $3,414 | $3,635-6.1% | $4,536-24.7% | $4,297-20.5% |