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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 | $9,121 | $315,200-97.1% | $238,191-96.2% | $155,188-94.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 77.1%-10.4pp | 80.8%-14.1pp |
| Annual return | 0.00% | 10.25%-10.3pp | 13.02%-13.0pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,258 | $8,044+15.1% | $6,726+37.6% | $6,531+41.7% |
| Admin fee / account holder | $631 | $48,031-98.7% | $34,582-98.2% | $14,480-95.6% |