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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 | $6,776 | $63,346-89.3% | $92,240-92.7% | $70,126-90.3% |
| Participation rate | 44.0% | 68.7%-24.7pp | 76.5%-32.5pp | 69.5%-25.5pp |
| Annual return | 20.61% | 530.19%-509.6pp | 176.29%-155.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,867 | $2,854-34.6% | $3,897-52.1% | $3,332-44.0% |
| Admin fee / account holder | $1,372 | $3,841-64.3% | $5,194-73.6% | $4,645-70.5% |