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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 | $6,055 | $60,119-89.9% | $90,430-93.3% | $79,858-92.4% |
| Participation rate | 58.7% | 65.0%-6.3pp | 72.7%-14.0pp | 69.6%-11.0pp |
| Annual return | 18.08% | 71.94%-53.9pp | 1293.73%-1275.6pp | 31.72%-13.6pp |
| Employer contribution / active EE | $161 | $2,068-92.2% | $3,262-95.1% | $2,471-93.5% |
| Participant deferral / active EE | $1,102 | $2,938-62.5% | $3,963-72.2% | $3,740-70.5% |
| Admin fee / account holder | $1,525 | $3,976-61.6% | $5,613-72.8% | $5,306-71.3% |