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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 | $4,376 | $102,609-95.7% | $98,090-95.5% | $138,895-96.8% |
| Participation rate | 45.5% | 82.8%-37.3pp | 81.5%-36.1pp | 79.9%-34.5pp |
| Annual return | 19.41% | 36.44%-17.0pp | 37.05%-17.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,246 | $8,167-72.5% | $7,845-71.4% | $6,396-64.9% |
| Admin fee / account holder | $396 | $11,434-96.5% | $11,815-96.6% | $12,562-96.8% |