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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 | $6,106 | $167,323-96.4% | $143,770-95.8% | $134,493-95.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.47% | 0.47%-18.9pp | -0.04%-18.4pp | 418.01%-436.5pp |
| Employer contribution / active EE | $1,113 | $5,619-80.2% | $4,951-77.5% | $4,740-76.5% |
| Participant deferral / active EE | $2,167 | $6,446-66.4% | $5,638-61.6% | $6,400-66.1% |
| Admin fee / account holder | $4,622 | $18,088-74.4% | $14,673-68.5% | $11,425-59.5% |