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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 | $5,225 | $196,972-97.3% | $182,262-97.1% | $198,609-97.4% |
| Participation rate | 37.5% | 85.7%-48.2pp | 84.2%-46.7pp | 82.4%-44.9pp |
| Annual return | 5.87% | 158.27%-152.4pp | 140.60%-134.7pp | 202.70%-196.8pp |
| Employer contribution / active EE | $1,135 | $5,364-78.8% | $5,046-77.5% | $5,055-77.5% |
| Participant deferral / active EE | $3,803 | $8,643-56.0% | $8,276-54.0% | $6,977-45.5% |
| Admin fee / account holder | $53,548 | $18,429+190.6% | $16,712+220.4% | $19,030+181.4% |