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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 | $5,932 | $98,776-94.0% | $149,745-96.0% | $79,856-92.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 21.20% | 27.38%-6.2pp | 276.72%-255.5pp | 31.71%-10.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,509 | $5,681-55.8% | $6,843-63.3% | $3,741-32.9% |
| Admin fee / account holder | $878 | $6,053-85.5% | $9,312-90.6% | $5,306-83.5% |