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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 | $10,498 | $115,225-90.9% | $100,712-89.6% | $138,895-92.4% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 0.00% | 40.35%-40.4pp | 33.27%-33.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,566 | $4,699+18.4% | $4,085+36.3% | $6,396-13.0% |
| Admin fee / account holder | $372 | $10,844-96.6% | $9,256-96.0% | $12,562-97.0% |