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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 | $9,582 | $69,977-86.3% | $108,582-91.2% | $62,881-84.8% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 47.47% | 10.73%+36.7pp | -51.70%+99.2pp | 20.14%+27.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,683 | $3,165+79.6% | $4,311+31.8% | $3,203+77.4% |
| Admin fee / account holder | $1,203 | $5,076-76.3% | $7,645-84.3% | $4,296-72.0% |