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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 | $4,201 | $87,166-95.2% | $76,735-94.5% | $137,256-96.9% |
| Participation rate | 41.7% | 74.4%-32.7pp | 69.5%-27.8pp | 80.0%-38.3pp |
| Annual return | 20.36% | 26.50%-6.1pp | 29.77%-9.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,864 | $4,726-60.6% | $4,088-54.4% | $6,407-70.9% |
| Admin fee / account holder | $869 | $8,403-89.7% | $7,189-87.9% | $12,270-92.9% |