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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 | $7,546 | $162,136-95.3% | $152,301-95.0% | $154,746-95.1% |
| Participation rate | 65.2% | 84.1%-18.9pp | 82.4%-17.2pp | 80.7%-15.5pp |
| Annual return | 17.29% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,705 | $8,341-67.6% | $8,004-66.2% | $6,730-59.8% |
| Admin fee / account holder | $577 | $15,759-96.3% | $14,398-96.0% | $14,365-96.0% |