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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 | $4,972 | $86,050-94.2% | $189,758-97.4% | $94,015-94.7% |
| Participation rate | 65.7% | 68.9%-3.2pp | 79.8%-14.1pp | 70.8%-5.1pp |
| Annual return | 16.84% | 17.77%-0.9pp | 52.62%-35.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,041 | $3,349-39.0% | $5,856-65.1% | $4,249-52.0% |
| Admin fee / account holder | $1,181 | $6,627-82.2% | $20,388-94.2% | $8,951-86.8% |