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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 | $10,177 | $181,896-94.4% | $156,551-93.5% | $273,972-96.3% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $662 | $6,248-89.4% | $5,501-88.0% | $4,869-86.4% |
| Participant deferral / active EE | $4,811 | $5,550-13.3% | $4,871-1.2% | $5,287-9.0% |
| Admin fee / account holder | $306 | $15,560-98.0% | $13,028-97.7% | $10,133-97.0% |