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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 | $7,049 | $77,638-90.9% | $156,551-95.5% | $62,881-88.8% |
| Participation rate | 41.9% | 71.2%-29.3pp | 84.0%-42.1pp | 69.3%-27.4pp |
| Annual return | 9.46% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,415 | $3,046-53.5% | $4,871-71.0% | $3,203-55.8% |
| Admin fee / account holder | $1,030 | $5,561-81.5% | $13,028-92.1% | $4,296-76.0% |