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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 | $7,606 | $51,638-85.3% | $129,406-94.1% | $80,959-90.6% |
| Participation rate | 18.5% | 56.9%-38.4pp | 69.6%-51.1pp | 67.7%-49.1pp |
| Annual return | 14.44% | 20.78%-6.3pp | 9468.18%-9453.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,187 | $2,670-55.6% | $4,167-71.5% | $4,300-72.4% |
| Admin fee / account holder | $365 | $4,313-91.5% | $7,689-95.3% | $6,925-94.7% |