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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 | $8,657 | $77,901-88.9% | $149,717-94.2% | $75,181-88.5% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.8pp | 67.2%-41.3pp |
| Annual return | 17.92% | 31.73%-13.8pp | 134.41%-116.5pp | 160.69%-142.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,012 | $3,411-70.3% | $5,682-82.2% | $4,126-75.5% |
| Admin fee / account holder | $1,711 | $5,949-71.2% | $13,213-87.1% | $5,650-69.7% |