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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 | $143,969-95.5% | $199,883-96.8% | $82,637-92.2% |
| Participation rate | 25.6% | 84.1%-58.5pp | 86.8%-61.1pp | 68.1%-42.4pp |
| Annual return | 16.03% | 25.67%-9.6pp | 43.81%-27.8pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,094 | $4,632-76.4% | $6,261-82.5% | $2,552-57.1% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,225 | $14,597-84.8% | $17,268-87.1% | $7,339-69.7% |