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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 | $7,715 | $174,379-95.6% | $152,093-94.9% | $138,895-94.4% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 12.96% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,767 | $6,159-71.3% | $5,451-67.6% | $6,396-72.4% |
| Admin fee / account holder | $1,917 | $16,880-88.6% | $14,497-86.8% | $12,562-84.7% |