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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 | $6,092 | $106,247-94.3% | $96,515-93.7% | $139,466-95.6% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.3%-61.8pp | 80.3%-67.8pp |
| Annual return | 19.83% | 38.47%-18.6pp | 35.73%-15.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $529 | $4,106-87.1% | $3,740-85.9% | $4,754-88.9% |
| Participant deferral / active EE | $1,477 | $5,456-72.9% | $4,880-69.7% | $6,712-78.0% |
| Admin fee / account holder | $1,888 | $7,885-76.1% | $6,735-72.0% | $11,409-83.5% |