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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 | $5,474 | $141,004-96.1% | $112,273-95.1% | $139,466-96.1% |
| Participation rate | 68.8% | 79.2%-10.5pp | 72.4%-3.7pp | 80.3%-11.6pp |
| Annual return | 25.06% | 32.75%-7.7pp | 30.23%-5.2pp | 373.66%-348.6pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,746 | $5,878-53.3% | $4,800-42.8% | $6,712-59.1% |
| Admin fee / account holder | $795 | $9,959-92.0% | $7,752-89.7% | $11,409-93.0% |