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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 | $4,531 | $183,627-97.5% | $155,602-97.1% | $145,978-96.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 9.43% | 61.32%-51.9pp | 64.81%-55.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,086 | $6,466-67.7% | $5,629-62.9% | $6,690-68.8% |
| Admin fee / account holder | $359 | $19,327-98.1% | $15,923-97.7% | $13,400-97.3% |