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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 | $5,688 | $176,402-96.8% | $134,162-95.8% | $158,982-96.4% |
| Participation rate | 57.1% | 78.7%-21.6pp | 72.2%-15.0pp | 82.0%-24.8pp |
| Annual return | 8.09% | 63.66%-55.6pp | 36.35%-28.3pp | 302.99%-294.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,207 | $4,093-70.5% | $3,500-65.5% | $5,983-79.8% |
| Admin fee / account holder | $3,512 | $8,719-59.7% | $6,685-47.5% | $11,252-68.8% |