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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 | $5,130 | $148,629-96.5% | $135,982-96.2% | $139,487-96.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 26.03% | 79.33%-53.3pp | 68.32%-42.3pp | 373.84%-347.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,654 | $8,102-30.2% | $7,760-27.1% | $6,713-15.8% |
| Admin fee / account holder | $691 | $12,406-94.4% | $10,767-93.6% | $11,407-93.9% |