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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 | $6,027 | $157,276-96.2% | $141,177-95.7% | $152,885-96.1% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.6pp | 82.5%-23.6pp |
| Annual return | 35.16% | 64.33%-29.2pp | 71.40%-36.2pp | 345.39%-310.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,343 | $7,110-67.1% | $6,710-65.1% | $5,851-60.0% |
| Admin fee / account holder | $335 | $12,123-97.2% | $10,263-96.7% | $11,598-97.1% |