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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 | $7,822 | $105,158-92.6% | $94,672-91.7% | $139,487-94.4% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 15.78% | 38.11%-22.3pp | 156.89%-141.1pp | 373.84%-358.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,662 | $7,599-38.6% | $7,417-37.1% | $6,713-30.5% |
| Admin fee / account holder | $2,948 | $8,972-67.1% | $7,222-59.2% | $11,407-74.2% |