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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 | $8,075 | $176,786-95.4% | $146,643-94.5% | $167,536-95.2% |
| Participation rate | 54.5% | 83.6%-29.1pp | 80.1%-25.5pp | 82.1%-27.6pp |
| Annual return | 9.44% | 24.04%-14.6pp | 22.75%-13.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,903 | $6,440-54.9% | $5,506-47.3% | $6,342-54.2% |
| Admin fee / account holder | $495 | $13,262-96.3% | $10,280-95.2% | $12,315-96.0% |