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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 | $7,478 | $108,212-93.1% | $77,513-90.4% | $158,966-95.3% |
| Participation rate | 26.3% | 64.4%-38.1pp | 54.2%-27.9pp | 82.0%-55.6pp |
| Annual return | 13.64% | 31.67%-18.0pp | 54.81%-41.2pp | 302.95%-289.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $883 | $2,455-64.0% | $1,861-52.6% | $5,983-85.2% |
| Admin fee / account holder | $486 | $3,709-86.9% | $2,859-83.0% | $11,250-95.7% |