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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 | $6,736 | $154,159-95.6% | $130,026-94.8% | $139,456-95.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 20.16% | 32.50%-12.3pp | -137.26%+157.4pp | 373.45%-353.3pp |
| Employer contribution / active EE | $999 | $5,292-81.1% | $4,321-76.9% | $4,753-79.0% |
| Participant deferral / active EE | $2,109 | $6,710-68.6% | $5,821-63.8% | $6,711-68.6% |
| Admin fee / account holder | $1,201 | $14,001-91.4% | $10,608-88.7% | $11,407-89.5% |