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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 | $7,554 | $142,430-94.7% | $115,170-93.4% | $152,897-95.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.5%-22.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $647 | $4,011-83.9% | $3,179-79.7% | $4,764-86.4% |
| Participant deferral / active EE | $4,794 | $5,165-7.2% | $4,169+15.0% | $5,851-18.1% |
| Admin fee / account holder | $2,496 | $8,464-70.5% | $7,089-64.8% | $11,599-78.5% |