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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 | $7,870 | $81,446-90.3% | $103,374-92.4% | $80,874-90.3% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 12.57% | 25.57%-13.0pp | 24.89%-12.3pp | 35.62%-23.0pp |
| Employer contribution / active EE | $750 | $3,107-75.8% | $3,869-80.6% | $2,756-72.8% |
| Participant deferral / active EE | $1,938 | $3,870-49.9% | $5,058-61.7% | $4,297-54.9% |
| Admin fee / account holder | $1,923 | $6,715-71.4% | $8,394-77.1% | $6,935-72.3% |