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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 | $6,429 | $93,346-93.1% | $71,796-91.0% | $273,972-97.7% |
| Participation rate | 13.0% | 76.5%-63.5pp | 69.1%-56.1pp | 83.0%-70.0pp |
| Annual return | 6.12% | 130.39%-124.3pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $136 | $2,733-95.0% | $1,924-93.0% | $4,869-97.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,101 | $6,571-68.0% | $4,815-56.4% | $10,133-79.3% |