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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 | $100,139-93.4% | $85,187-92.3% | $145,884-95.5% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 9.65% | 84.15%-74.5pp | 66.67%-57.0pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,867 | $5,296-64.8% | $4,525-58.7% | $6,690-72.1% |
| Admin fee / account holder | $5,060 | $7,262-30.3% | $6,162-17.9% | $13,392-62.2% |