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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 | $7,526 | $107,368-93.0% | $92,915-91.9% | $152,909-95.1% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 15.58% | 145.64%-130.1pp | 109.45%-93.9pp | 345.46%-329.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,748 | $4,848-64.0% | $4,238-58.8% | $5,851-70.1% |
| Admin fee / account holder | $454 | $7,082-93.6% | $5,796-92.2% | $11,601-96.1% |