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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 | $5,868 | $48,078-87.8% | $78,676-92.5% | $62,881-90.7% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 5.59% | 31.36%-25.8pp | 62.19%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $6 | $2,015-99.7% | $2,850-99.8% | $2,281-99.7% |
| Participant deferral / active EE | $953 | $2,587-63.2% | $3,517-72.9% | $3,203-70.2% |
| Admin fee / account holder | $1,283 | $3,206-60.0% | $4,510-71.6% | $4,296-70.1% |