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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 | $7,334 | $112,729-93.5% | $98,716-92.6% | $137,256-94.7% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 16.35% | 38.48%-22.1pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,855 | $4,640-38.5% | $4,048-29.5% | $6,407-55.4% |
| Admin fee / account holder | $1,564 | $10,129-84.6% | $8,703-82.0% | $12,270-87.3% |