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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 | $105,149-92.6% | $94,659-91.7% | $139,427-94.4% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 15.78% | 38.04%-22.3pp | 156.75%-141.0pp | 373.27%-357.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,673-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,662 | $7,600-38.7% | $7,419-37.2% | $6,711-30.5% |
| Admin fee / account holder | $2,948 | $8,986-67.2% | $7,232-59.2% | $11,404-74.2% |