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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 | $6,943 | $223,823-96.9% | $211,142-96.7% | $154,746-95.5% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 14.94% | 50.39%-35.5pp | 46.84%-31.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,319 | $6,787-80.6% | $6,442-79.5% | $4,379-69.9% |
| Participant deferral / active EE | $8,007 | $9,750-17.9% | $9,284-13.8% | $6,730+19.0% |
| Admin fee / account holder | $71,274 | $19,707+261.7% | $19,076+273.6% | $14,365+396.2% |