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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 | $6,085 | $89,370-93.2% | $141,197-95.7% | $72,976-91.7% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.2pp | 69.5%-2.2pp |
| Annual return | 47.92% | 111.88%-64.0pp | 71.41%-23.5pp | 81.02%-33.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,228 | $5,419-3.5% | $6,710-22.1% | $3,608+44.9% |
| Admin fee / account holder | $1,671 | $5,957-71.9% | $10,265-83.7% | $5,124-67.4% |