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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 | $6,876 | $127,387-94.6% | $115,038-94.0% | $125,389-94.5% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -1.92% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,482 | $6,423-61.4% | $6,026-58.8% | $5,352-53.6% |
| Admin fee / account holder | $22,583 | $9,516+137.3% | $8,175+176.2% | $9,541+136.7% |