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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 | $3,454 | $154,228-97.8% | $145,433-97.6% | $137,256-97.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 22.10% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,154 | $8,216-61.6% | $7,897-60.1% | $6,407-50.8% |
| Admin fee / account holder | $7,387 | $14,344-48.5% | $13,129-43.7% | $12,270-39.8% |