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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 | $7,223 | $83,485-91.3% | $125,192-94.2% | $72,975-90.1% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 20.88% | 25.77%-4.9pp | 43.79%-22.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,779 | $3,586-22.5% | $4,937-43.7% | $3,608-23.0% |
| Admin fee / account holder | $435 | $5,518-92.1% | $9,704-95.5% | $5,124-91.5% |