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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 | $7,435 | $148,623-95.0% | $135,974-94.5% | $139,466-94.7% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 13.75% | 79.30%-65.5pp | 68.30%-54.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,718 | $8,103-66.5% | $7,760-65.0% | $6,712-59.5% |
| Admin fee / account holder | $4,663 | $12,406-62.4% | $10,767-56.7% | $11,409-59.1% |