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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 | $10,046 | $176,402-94.3% | $134,162-92.5% | $158,982-93.7% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 7.22% | 63.66%-56.4pp | 36.35%-29.1pp | 302.99%-295.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $485 | $4,093-88.2% | $3,500-86.2% | $5,983-91.9% |
| Admin fee / account holder | $436 | $8,719-95.0% | $6,685-93.5% | $11,252-96.1% |