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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 | $4,952 | $97,125-94.9% | $86,233-94.3% | $137,256-96.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 29.75% | 74.19%-44.4pp | 61.39%-31.6pp | 220.34%-190.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,112 | $5,180-59.2% | $4,559-53.7% | $6,407-67.0% |
| Admin fee / account holder | $609 | $9,725-93.7% | $8,342-92.7% | $12,270-95.0% |