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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 | $7,583 | $43,496-82.6% | $161,489-95.3% | $64,340-88.2% |
| Participation rate | 4.4% | 53.5%-49.1pp | 78.7%-74.3pp | 55.2%-50.8pp |
| Annual return | 18.59% | 20.76%-2.2pp | 89.72%-71.1pp | 24.14%-5.6pp |
| Employer contribution / active EE | $116 | $1,431-91.9% | $4,268-97.3% | $1,862-93.8% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1,297 | $2,330-44.3% | $16,006-91.9% | $3,703-65.0% |