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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 | $7,002 | $114,013-93.9% | $103,693-93.2% | $155,188-95.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 15.19% | 49.31%-34.1pp | 47.61%-32.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,939 | $4,970-0.6% | $4,579+7.9% | $6,531-24.4% |
| Admin fee / account holder | $26,260 | $8,407+212.4% | $7,858+234.2% | $14,480+81.4% |