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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 | $6,431 | $167,522-96.2% | $151,639-95.8% | $134,532-95.2% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.5%-50.0pp | 81.2%-43.7pp |
| Annual return | -11.75% | 7.81%-19.6pp | 3.34%-15.1pp | 418.27%-430.0pp |
| Employer contribution / active EE | $1,273 | $6,828-81.4% | $6,165-79.4% | $4,741-73.1% |
| Participant deferral / active EE | $3,264 | $8,986-63.7% | $8,363-61.0% | $6,401-49.0% |
| Admin fee / account holder | $18,943 | $13,780+37.5% | $11,613+63.1% | $11,429+65.7% |