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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 | $8,005 | $107,941-92.6% | $91,994-91.3% | $152,897-94.8% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.5%-22.5pp |
| Annual return | 29.78% | 89.28%-59.5pp | 69.04%-39.3pp | 345.43%-315.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,498 | $6,366-13.6% | $5,924-7.2% | $5,851-6.0% |
| Admin fee / account holder | $452 | $10,521-95.7% | $7,744-94.2% | $11,599-96.1% |