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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 | $2,590 | $83,337-96.9% | $67,834-96.2% | $273,972-99.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 5.68% | 259.45%-253.8pp | 138.47%-132.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,253 | $4,088-69.4% | $3,160-60.3% | $5,287-76.3% |
| Admin fee / account holder | $441 | $6,752-93.5% | $4,622-90.5% | $10,133-95.6% |