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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 | $5,745 | $47,944-88.0% | $67,834-91.5% | $62,881-90.9% |
| Participation rate | 28.6% | 61.1%-32.5pp | 68.8%-40.2pp | 69.3%-40.7pp |
| Annual return | 6.51% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $915 | $2,247-59.3% | $3,160-71.0% | $3,203-71.4% |
| Admin fee / account holder | $1,509 | $3,712-59.3% | $4,622-67.3% | $4,296-64.9% |