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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 | $6,432 | $146,267-95.6% | $197,124-96.7% | $82,448-92.2% |
| Participation rate | 25.6% | 84.0%-58.4pp | 86.7%-61.1pp | 68.1%-42.4pp |
| Annual return | 16.03% | 29.61%-13.6pp | 44.34%-28.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,094 | $4,723-76.8% | $6,227-82.4% | $2,551-57.1% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,225 | $14,422-84.6% | $16,298-86.4% | $7,234-69.3% |