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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 | $9,368 | $172,111-94.6% | $150,298-93.8% | $137,256-93.2% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 18.82% | 69.37%-50.5pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,567 | $6,166-58.4% | $5,453-52.9% | $6,407-59.9% |
| Admin fee / account holder | $2,131 | $16,471-87.1% | $14,116-84.9% | $12,270-82.6% |