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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 | $6,240 | $54,045-88.5% | $115,167-94.6% | $65,186-90.4% |
| Participation rate | 37.9% | 63.5%-25.7pp | 75.9%-38.0pp | 70.2%-32.3pp |
| Annual return | 0.00% | 26.55%-26.5pp | 35.60%-35.6pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,376 | $2,504+34.8% | $4,169-19.0% | $3,514-3.9% |
| Admin fee / account holder | $1,592 | $626+154.5% | $7,089-77.5% | $847+87.9% |