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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 | $6,320 | $138,393-95.4% | $184,256-96.6% | $80,959-92.2% |
| Participation rate | 44.4% | 83.9%-39.5pp | 86.8%-42.4pp | 67.7%-23.2pp |
| Annual return | 31.90% | 20.01%+11.9pp | 28.85%+3.1pp | 35.67%-3.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,823 | $7,076-46.0% | $9,133-58.1% | $4,300-11.1% |
| Admin fee / account holder | $518 | $10,489-95.1% | $13,899-96.3% | $6,925-92.5% |