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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 | $5,808 | $111,814-94.8% | $103,378-94.4% | $145,978-96.0% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 16.86% | 24.80%-7.9pp | 24.91%-8.0pp | 550.52%-533.7pp |
| Employer contribution / active EE | $268 | $4,215-93.6% | $3,870-93.1% | $4,662-94.2% |
| Participant deferral / active EE | $4,217 | $5,618-24.9% | $5,058-16.6% | $6,690-37.0% |
| Admin fee / account holder | $212,663 | $9,764+2078.0% | $8,401+2431.4% | $13,400+1487.0% |