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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 | $4,881 | $81,358-94.0% | $155,556-96.9% | $80,959-94.0% |
| Participation rate | 48.4% | 66.3%-17.9pp | 78.2%-29.8pp | 67.7%-19.3pp |
| Annual return | 13.72% | 33.39%-19.7pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $960 | $3,455-72.2% | $5,631-83.0% | $4,300-77.7% |
| Admin fee / account holder | $413 | $7,994-94.8% | $15,885-97.4% | $6,925-94.0% |