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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 | $4,851 | $76,551-93.7% | $123,894-96.1% | $62,881-92.3% |
| Participation rate | 51.7% | 73.0%-21.3pp | 81.4%-29.7pp | 69.3%-17.6pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $257 | $2,882-91.1% | $4,617-94.4% | $2,281-88.7% |
| Participant deferral / active EE | $2,056 | $4,840-57.5% | $5,984-65.6% | $3,203-35.8% |
| Admin fee / account holder | $657 | $4,826-86.4% | $8,357-92.1% | $4,296-84.7% |