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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 | $10,596 | $118,877-91.1% | $96,570-89.0% | $167,536-93.7% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 21.94% | 50.50%-28.6pp | 37.79%-15.9pp | 478.82%-456.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,942 | $4,617+28.7% | $3,849+54.4% | $6,342-6.3% |
| Admin fee / account holder | $1,639 | $8,069-79.7% | $6,182-73.5% | $12,315-86.7% |