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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 | $4,818 | $157,829-96.9% | $136,867-96.5% | $198,609-97.6% |
| Participation rate | 33.3% | 77.2%-43.8pp | 74.5%-41.2pp | 82.4%-49.0pp |
| Annual return | 16.38% | 51.25%-34.9pp | 42.97%-26.6pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,209 | $5,463-59.6% | $4,924-55.1% | $6,977-68.3% |
| Admin fee / account holder | $779 | $11,107-93.0% | $10,340-92.5% | $19,030-95.9% |