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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 | $6,474 | $63,861-89.9% | $104,625-93.8% | $79,852-91.9% |
| Participation rate | 50.0% | 64.9%-14.9pp | 74.1%-24.1pp | 69.6%-19.6pp |
| Annual return | 15.96% | 21.30%-5.3pp | 340.60%-324.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,534 | $2,693-43.0% | $3,738-58.9% | $3,740-59.0% |
| Admin fee / account holder | $4,608 | $4,185+10.1% | $6,465-28.7% | $5,306-13.2% |