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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 | $209,336-96.7% | $197,124-96.5% | $137,256-94.9% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 14.94% | 48.09%-33.2pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,319 | $6,591-80.0% | $6,227-78.8% | $4,156-68.3% |
| Participant deferral / active EE | $8,007 | $9,614-16.7% | $9,135-12.3% | $6,407+25.0% |
| Admin fee / account holder | $71,274 | $17,308+311.8% | $16,298+337.3% | $12,270+480.9% |