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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 | $7,351 | $211,105-96.5% | $178,449-95.9% | $145,978-95.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.21% | 30.19%-17.0pp | 27.09%-13.9pp | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,929 | $6,959-57.9% | $6,277-53.3% | $6,690-56.2% |
| Admin fee / account holder | $188,584 | $12,017+1469.3% | $10,362+1720.0% | $13,400+1307.3% |