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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 | $5,922 | $70,486-91.6% | $100,528-94.1% | $79,852-92.6% |
| Participation rate | 37.1% | 73.6%-36.5pp | 79.4%-42.3pp | 69.6%-32.5pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,176 | $5,182-38.7% | $6,271-49.4% | $3,740-15.1% |
| Admin fee / account holder | $793 | $4,480-82.3% | $8,084-90.2% | $5,306-85.1% |