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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 | $6,231 | $208,088-97.0% | $186,193-96.7% | $154,746-96.0% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 19.44% | 89.97%-70.5pp | 78.03%-58.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,035 | $7,078-71.2% | $6,513-68.8% | $6,730-69.8% |
| Admin fee / account holder | $2,944 | $11,698-74.8% | $11,058-73.4% | $14,365-79.5% |