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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 | $6,597 | $99,995-93.4% | $85,063-92.2% | $145,978-95.5% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 9.65% | 83.99%-74.3pp | 66.54%-56.9pp | 550.52%-540.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,867 | $5,295-64.7% | $4,523-58.7% | $6,690-72.1% |
| Admin fee / account holder | $5,060 | $7,255-30.3% | $6,155-17.8% | $13,400-62.2% |