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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 | $5,738 | $161,352-96.4% | $134,172-95.7% | $137,256-95.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 25.54% | 28.72%-3.2pp | 25.30%+0.2pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,780 | $5,552-67.9% | $4,690-62.1% | $6,407-72.2% |
| Admin fee / account holder | $4,520 | $15,028-69.9% | $12,016-62.4% | $12,270-63.2% |