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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 | $3,566 | $77,449-95.4% | $69,483-94.9% | $152,909-97.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 21.31% | 39.09%-17.8pp | 28.99%-7.7pp | 345.46%-324.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $938 | $4,415-78.7% | $3,537-73.5% | $5,851-84.0% |
| Admin fee / account holder | $745 | $6,210-88.0% | $3,841-80.6% | $11,601-93.6% |