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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 | $7,339 | $91,198-92.0% | $178,503-95.9% | $79,856-90.8% |
| Participation rate | 45.7% | 69.2%-23.6pp | 81.9%-36.3pp | 69.6%-24.0pp |
| Annual return | 12.50% | 24.20%-11.7pp | 151.12%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $936 | $3,237-71.1% | $5,202-82.0% | $3,741-75.0% |
| Admin fee / account holder | $3,406 | $6,748-49.5% | $13,987-75.7% | $5,306-35.8% |