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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 | $6,602 | $97,020-93.2% | $83,327-92.1% | $135,380-95.1% |
| Participation rate | 63.6% | 80.4%-16.8pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -9.20% | 12.31%-21.5pp | 10.64%-19.8pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,138 | $5,964-30.6% | $5,565-25.7% | $5,609-26.2% |
| Admin fee / account holder | $2,166 | $8,426-74.3% | $7,540-71.3% | $10,828-80.0% |