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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 | $6,500 | $148,582-95.6% | $135,942-95.2% | $139,456-95.3% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 13.90% | 79.26%-65.4pp | 68.28%-54.4pp | 373.45%-359.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,561 | $8,101-31.4% | $7,759-28.3% | $6,711-17.1% |
| Admin fee / account holder | $596 | $12,402-95.2% | $10,764-94.5% | $11,407-94.8% |