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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 | $6,721 | $126,113-94.7% | $116,096-94.2% | $155,188-95.7% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 17.25% | 391.72%-374.5pp | 326.25%-309.0pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,692 | $4,162-59.3% | $3,952-57.2% | $6,531-74.1% |
| Admin fee / account holder | $1,048 | $8,045-87.0% | $7,704-86.4% | $14,480-92.8% |