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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 | $10,336 | $127,387-91.9% | $115,038-91.0% | $125,389-91.8% |
| Participation rate | 61.9% | 84.2%-22.3pp | 81.4%-19.5pp | 83.2%-21.3pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $796 | $5,166-84.6% | $4,608-82.7% | $4,866-83.6% |
| Participant deferral / active EE | $5,428 | $6,423-15.5% | $6,026-9.9% | $5,352+1.4% |
| Admin fee / account holder | $369 | $9,516-96.1% | $8,175-95.5% | $9,541-96.1% |