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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 | $45,343-83.3% | $150,298-95.0% | $67,986-88.8% |
| Participation rate | 4.4% | 51.9%-47.4pp | 77.8%-73.3pp | 57.2%-52.8pp |
| Annual return | 18.59% | 33.28%-14.7pp | 62.79%-44.2pp | 31.67%-13.1pp |
| Employer contribution / active EE | $116 | $1,462-92.0% | $4,154-97.2% | $2,019-94.2% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,297 | $2,250-42.4% | $14,116-90.8% | $3,203-59.5% |