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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 | $9,115 | $138,076-93.4% | $123,553-92.6% | $135,380-93.3% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | 0.34% | 153.70%-153.4pp | 119.21%-118.9pp | 519.81%-519.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,359 | $6,800-65.3% | $6,426-63.3% | $5,609-57.9% |
| Admin fee / account holder | $16,470 | $10,917+50.9% | $9,284+77.4% | $10,828+52.1% |