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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 | $8,738 | $95,193-90.8% | $76,523-88.6% | $135,382-93.5% |
| Participation rate | 25.0% | 74.4%-49.4pp | 68.0%-43.0pp | 82.6%-57.6pp |
| Annual return | 1.40% | 4.85%-3.4pp | -0.27%+1.7pp | 519.77%-518.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,227 | $4,639-8.9% | $3,835+10.2% | $5,609-24.6% |
| Admin fee / account holder | $7,164 | $6,249+14.6% | $4,848+47.8% | $10,829-33.8% |