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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 | $6,125 | $103,038-94.1% | $90,324-93.2% | $152,909-96.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 21.50% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $927 | $4,282-78.3% | $3,885-76.1% | $5,851-84.2% |
| Admin fee / account holder | $775 | $6,177-87.5% | $5,356-85.5% | $11,601-93.3% |