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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 | $6,728 | $167,522-96.0% | $151,639-95.6% | $134,532-95.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -18.46% | 7.81%-26.3pp | 3.34%-21.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $930 | $6,828-86.4% | $6,165-84.9% | $4,741-80.4% |
| Participant deferral / active EE | $4,228 | $8,986-52.9% | $8,363-49.4% | $6,401-33.9% |
| Admin fee / account holder | $1,815 | $13,780-86.8% | $11,613-84.4% | $11,429-84.1% |