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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 | $88,996-95.3% | $78,004-94.6% | $138,895-97.0% |
| Participation rate | 41.7% | 74.4%-32.7pp | 69.4%-27.8pp | 79.9%-38.3pp |
| Annual return | 20.36% | 28.03%-7.7pp | 31.07%-10.7pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,864 | $4,724-60.5% | $4,092-54.4% | $6,396-70.9% |
| Admin fee / account holder | $869 | $8,807-90.1% | $7,578-88.5% | $12,562-93.1% |