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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 | $6,822 | $65,034-89.5% | $90,970-92.5% | $79,856-91.5% |
| Participation rate | 39.5% | 61.6%-22.1pp | 69.0%-29.5pp | 69.6%-30.1pp |
| Annual return | 14.60% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,307 | $2,512-48.0% | $3,373-61.3% | $3,741-65.1% |
| Admin fee / account holder | $3,578 | $4,536-21.1% | $5,961-40.0% | $5,306-32.6% |