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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 | $5,301 | $77,814-93.2% | $158,223-96.6% | $86,983-93.9% |
| Participation rate | 63.0% | 68.4%-5.5pp | 79.2%-16.2pp | 69.5%-6.6pp |
| Annual return | 16.70% | 30.54%-13.8pp | 52.09%-35.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,346 | $3,270-58.8% | $5,467-75.4% | $4,194-67.9% |
| Admin fee / account holder | $661 | $5,879-88.8% | $16,047-95.9% | $7,856-91.6% |