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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 | $6,298 | $114,013-94.5% | $103,693-93.9% | $155,188-95.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | 15.38% | 49.31%-33.9pp | 47.61%-32.2pp | 148.84%-133.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,873 | $4,970-62.3% | $4,579-59.1% | $6,531-71.3% |
| Admin fee / account holder | $2,252 | $8,407-73.2% | $7,858-71.3% | $14,480-84.4% |