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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 | $6,327 | $125,193-94.9% | $105,591-94.0% | $145,978-95.7% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 11.80% | 225.53%-213.7pp | 116.43%-104.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,765 | $5,708-69.1% | $5,008-64.8% | $6,690-73.6% |
| Admin fee / account holder | $5,124 | $17,277-70.3% | $11,024-53.5% | $13,400-61.8% |