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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 | $4,801 | $77,920-93.8% | $149,723-96.8% | $75,177-93.6% |
| Participation rate | 29.0% | 65.6%-36.6pp | 78.8%-49.8pp | 67.2%-38.2pp |
| Annual return | 19.05% | 31.72%-12.7pp | 134.50%-115.4pp | 160.75%-141.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $962 | $3,411-71.8% | $5,682-83.1% | $4,126-76.7% |
| Admin fee / account holder | $1,039 | $5,951-82.5% | $13,215-92.1% | $5,651-81.6% |