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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 | $162,136-97.7% | $152,301-97.6% | $154,746-97.6% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 34.99% | 91.02%-56.0pp | 80.50%-45.5pp | 172.34%-137.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,822 | $8,341-66.2% | $8,004-64.7% | $6,730-58.1% |
| Admin fee / account holder | $707 | $15,759-95.5% | $14,398-95.1% | $14,365-95.1% |