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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 | $7,660 | $96,558-92.1% | $80,977-90.5% | $273,972-97.2% |
| Participation rate | 40.9% | 79.1%-38.2pp | 75.8%-34.9pp | 83.0%-42.1pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,252 | $6,598-65.9% | $5,696-60.5% | $5,287-57.4% |
| Admin fee / account holder | $13,467 | $7,493+79.7% | $5,517+144.1% | $10,133+32.9% |