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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 | $7,379 | $58,493-87.4% | $84,021-91.2% | $72,975-89.9% |
| Participation rate | 48.3% | 61.2%-13.0pp | 69.0%-20.7pp | 69.5%-21.2pp |
| Annual return | 32.60% | 28.93%+3.7pp | 71.32%-38.7pp | 81.01%-48.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,895 | $2,394-20.8% | $3,239-41.5% | $3,608-47.5% |
| Admin fee / account holder | $1,807 | $4,569-60.4% | $6,102-70.4% | $5,124-64.7% |