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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 | $7,855 | $97,289-91.9% | $92,805-91.5% | $155,188-94.9% |
| Participation rate | 60.0% | 84.2%-24.2pp | 83.5%-23.5pp | 80.8%-20.8pp |
| Annual return | 37.89% | 29.03%+8.9pp | 31.59%+6.3pp | 148.84%-111.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,652 | $8,795-24.4% | $8,448-21.3% | $6,531+1.8% |
| Admin fee / account holder | $740 | $12,015-93.8% | $10,911-93.2% | $14,480-94.9% |