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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 | $5,896 | $87,132-93.2% | $105,624-94.4% | $80,959-92.7% |
| Participation rate | 48.5% | 70.4%-21.9pp | 75.3%-26.7pp | 67.7%-19.1pp |
| Annual return | 10.74% | 17.03%-6.3pp | 116.20%-105.5pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,034 | $3,985-23.9% | $5,013-39.5% | $4,300-29.5% |
| Admin fee / account holder | $945 | $8,449-88.8% | $10,961-91.4% | $6,925-86.4% |