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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 | $6,360 | $53,128-88.0% | $86,582-92.7% | $70,126-90.9% |
| Participation rate | 27.3% | 65.3%-38.0pp | 73.5%-46.3pp | 69.5%-42.3pp |
| Annual return | 30.86% | 27.66%+3.2pp | 965.08%-934.2pp | 73.15%-42.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,353 | $2,695-49.8% | $3,609-62.5% | $3,332-59.4% |
| Admin fee / account holder | $518 | $3,584-85.6% | $4,904-89.4% | $4,645-88.9% |