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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 | $5,402 | $77,638-93.0% | $156,551-96.5% | $62,881-91.4% |
| Participation rate | 31.0% | 71.2%-40.2pp | 84.0%-53.0pp | 69.3%-38.3pp |
| Annual return | 19.68% | 50.33%-30.6pp | 32.23%-12.5pp | 20.14%-0.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,307 | $3,046-57.1% | $4,871-73.2% | $3,203-59.2% |
| Admin fee / account holder | $600 | $5,561-89.2% | $13,028-95.4% | $4,296-86.0% |