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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 | $9,369 | $168,635-94.4% | $147,617-93.7% | $125,389-92.5% |
| Participation rate | 63.2% | 88.8%-25.6pp | 84.6%-21.5pp | 83.2%-20.0pp |
| Annual return | -2.56% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,899 | $5,507-65.5% | $4,895-61.2% | $5,352-64.5% |
| Admin fee / account holder | $587 | $13,580-95.7% | $11,612-94.9% | $9,541-93.8% |