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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 | $6,966 | $153,311-95.5% | $109,313-93.6% | $273,972-97.5% |
| Participation rate | 16.7% | 80.1%-63.4pp | 71.3%-54.6pp | 83.0%-66.3pp |
| Annual return | 3.82% | 29.86%-26.0pp | 22.07%-18.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $240 | $3,932-93.9% | $3,166-92.4% | $5,287-95.5% |
| Admin fee / account holder | $81,223 | $8,076+905.8% | $5,666+1333.4% | $10,133+701.6% |