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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 | $3,649 | $154,228-97.6% | $145,433-97.5% | $137,256-97.3% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 34.99% | 74.59%-39.6pp | 66.58%-31.6pp | 220.34%-185.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,822 | $8,216-65.7% | $7,897-64.3% | $6,407-55.9% |
| Admin fee / account holder | $707 | $14,344-95.1% | $13,129-94.6% | $12,270-94.2% |