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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 | $7,698 | $45,119-82.9% | $85,126-91.0% | $74,429-89.7% |
| Participation rate | 26.2% | 49.4%-23.2pp | 67.5%-41.3pp | 67.2%-41.0pp |
| Annual return | 13.76% | 26.28%-12.5pp | 66.63%-52.9pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $89 | $1,460-93.9% | $2,731-96.7% | $2,625-96.6% |
| Participant deferral / active EE | $710 | $2,738-74.1% | $4,523-84.3% | $4,348-83.7% |
| Admin fee / account holder | $374 | $2,214-83.1% | $6,160-93.9% | $1,944-80.8% |