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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 | $9,215 | $227,399-95.9% | $189,758-95.1% | $198,609-95.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 22.17% | 61.03%-38.9pp | 52.62%-30.4pp | 202.70%-180.5pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,756 | $6,837-45.1% | $5,856-35.9% | $6,977-46.2% |
| Admin fee / account holder | $3,495 | $25,162-86.1% | $20,388-82.9% | $19,030-81.6% |