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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 | $5,493 | $99,345-94.5% | $84,753-93.5% | $273,972-98.0% |
| Participation rate | 31.6% | 80.7%-49.1pp | 76.6%-45.0pp | 83.0%-51.4pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $348 | $4,214-91.7% | $3,574-90.3% | $4,869-92.8% |
| Participant deferral / active EE | $2,393 | $4,270-44.0% | $3,712-35.5% | $5,287-54.7% |
| Admin fee / account holder | $324 | $6,645-95.1% | $5,333-93.9% | $10,133-96.8% |