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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 | $7,216 | $95,188-92.4% | $76,518-90.6% | $135,379-94.7% |
| Participation rate | 28.6% | 74.4%-45.8pp | 68.0%-39.4pp | 82.6%-54.1pp |
| Annual return | 10.05% | 4.85%+5.2pp | -0.27%+10.3pp | 519.79%-509.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,355 | $4,640-70.8% | $3,836-64.7% | $5,609-75.8% |
| Admin fee / account holder | $1,341 | $6,249-78.5% | $4,849-72.3% | $10,828-87.6% |