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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 | $7,463 | $53,128-86.0% | $86,582-91.4% | $70,126-89.4% |
| Participation rate | 45.7% | 65.3%-19.7pp | 73.5%-27.9pp | 69.5%-23.9pp |
| Annual return | 16.90% | 27.66%-10.8pp | 965.08%-948.2pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,476 | $2,695-45.2% | $3,609-59.1% | $3,332-55.7% |
| Admin fee / account holder | $746 | $3,584-79.2% | $4,904-84.8% | $4,645-83.9% |