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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 | $5,413 | $52,279-89.6% | $89,414-93.9% | $79,852-93.2% |
| Participation rate | 27.8% | 57.5%-29.8pp | 68.0%-40.2pp | 69.6%-41.9pp |
| Annual return | 27.58% | 22.16%+5.4pp | 245.50%-217.9pp | 31.72%-4.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $875 | $2,740-68.1% | $3,890-77.5% | $3,740-76.6% |
| Admin fee / account holder | $879 | $3,356-73.8% | $4,883-82.0% | $5,306-83.4% |