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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 | $108,882-95.5% | $96,754-94.9% | $154,746-96.8% |
| Participation rate | 44.4% | 75.1%-30.6pp | 70.3%-25.8pp | 80.7%-36.3pp |
| Annual return | 29.75% | 98.39%-68.6pp | 82.04%-52.3pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,112 | $5,323-60.3% | $4,758-55.6% | $6,730-68.6% |
| Admin fee / account holder | $609 | $10,200-94.0% | $8,905-93.2% | $14,365-95.8% |