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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 | $5,204 | $54,541-90.5% | $78,778-93.4% | $70,126-92.6% |
| Participation rate | 38.5% | 60.8%-22.3pp | 69.2%-30.7pp | 69.5%-31.1pp |
| Annual return | 16.61% | 21.07%-4.5pp | 35.62%-19.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,065 | $2,210-51.8% | $2,958-64.0% | $3,332-68.0% |
| Admin fee / account holder | $432 | $3,709-88.4% | $5,134-91.6% | $4,645-90.7% |