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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 | $7,793 | $65,367-88.1% | $92,915-91.6% | $72,976-89.3% |
| Participation rate | 29.8% | 68.3%-38.5pp | 76.0%-46.2pp | 69.5%-39.7pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $344 | $2,594-86.7% | $3,653-90.6% | $2,440-85.9% |
| Participant deferral / active EE | $2,392 | $3,128-23.5% | $4,238-43.6% | $3,608-33.7% |
| Admin fee / account holder | $820 | $4,251-80.7% | $5,796-85.9% | $5,124-84.0% |