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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 | $5,149 | $93,064-94.5% | $74,577-93.1% | $273,972-98.1% |
| Participation rate | 38.5% | 74.9%-36.5pp | 68.1%-29.6pp | 83.0%-44.6pp |
| Annual return | 5.28% | 26.18%-20.9pp | 20.47%-15.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $565 | $4,160-86.4% | $3,458-83.7% | $5,287-89.3% |
| Admin fee / account holder | $817 | $5,273-84.5% | $4,138-80.3% | $10,133-91.9% |