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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 | $4,969 | $176,402-97.2% | $134,162-96.3% | $158,966-96.9% |
| Participation rate | 18.8% | 78.7%-60.0pp | 72.2%-53.4pp | 82.0%-63.2pp |
| Annual return | 6.48% | 63.66%-57.2pp | 36.35%-29.9pp | 302.95%-296.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $190 | $4,093-95.3% | $3,500-94.6% | $5,983-96.8% |
| Admin fee / account holder | $1,264 | $8,719-85.5% | $6,685-81.1% | $11,250-88.8% |