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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 | $5,003 | $85,024-94.1% | $70,544-92.9% | $139,466-96.4% |
| Participation rate | 43.5% | 73.9%-30.4pp | 68.4%-24.9pp | 80.3%-36.9pp |
| Annual return | 29.36% | 30.39%-1.0pp | 32.79%-3.4pp | 373.66%-344.3pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,995 | $5,891-66.1% | $4,568-56.3% | $6,712-70.3% |
| Admin fee / account holder | $749 | $8,928-91.6% | $6,427-88.3% | $11,409-93.4% |