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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 | $225,673-97.2% | $203,872-96.9% | $155,188-96.0% |
| Participation rate | 42.9% | 80.3%-37.5pp | 77.8%-34.9pp | 80.8%-37.9pp |
| Annual return | 19.44% | 95.91%-76.5pp | 85.11%-65.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,035 | $6,893-70.5% | $6,388-68.1% | $6,531-68.8% |
| Admin fee / account holder | $2,944 | $12,327-76.1% | $11,730-74.9% | $14,480-79.7% |