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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 | $5,697 | $51,638-89.0% | $129,406-95.6% | $80,959-93.0% |
| Participation rate | 30.4% | 56.9%-26.6pp | 69.6%-39.3pp | 67.7%-37.3pp |
| Annual return | 23.05% | 20.78%+2.3pp | 9468.18%-9445.1pp | 35.67%-12.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $957 | $2,670-64.1% | $4,167-77.0% | $4,300-77.7% |
| Admin fee / account holder | $1,187 | $4,313-72.5% | $7,689-84.6% | $6,925-82.9% |