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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 | $9,635 | $84,236-88.6% | $170,439-94.3% | $70,124-86.3% |
| Participation rate | 28.8% | 70.8%-42.1pp | 83.6%-54.8pp | 69.5%-40.8pp |
| Annual return | 15.14% | 23.06%-7.9pp | 205.94%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $926 | $3,086-70.0% | $4,939-81.2% | $3,332-72.2% |
| Admin fee / account holder | $398 | $5,698-93.0% | $13,881-97.1% | $4,645-91.4% |