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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 | $6,390 | $100,262-93.6% | $81,370-92.1% | $145,897-95.6% |
| Participation rate | 57.1% | 74.3%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 10.91% | 34.52%-23.6pp | 24.85%-13.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,479 | $4,612-67.9% | $3,885-61.9% | $6,689-77.9% |
| Admin fee / account holder | $4,391 | $8,163-46.2% | $5,749-23.6% | $13,390-67.2% |