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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 | $6,168 | $138,312-95.5% | $122,979-95.0% | $155,188-96.0% |
| Participation rate | 54.5% | 80.2%-25.6pp | 77.2%-22.6pp | 80.8%-26.3pp |
| Annual return | 10.46% | 22.06%-11.6pp | 20.12%-9.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,780 | $5,592-50.3% | $5,003-44.4% | $6,531-57.4% |
| Admin fee / account holder | $1,024 | $15,089-93.2% | $12,864-92.0% | $14,480-92.9% |