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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 | $4,363 | $109,411-96.0% | $89,435-95.1% | $158,982-97.3% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 23.92% | 345.68%-321.8pp | 245.55%-221.6pp | 302.99%-279.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,122 | $4,600-75.6% | $3,890-71.2% | $5,983-81.3% |
| Admin fee / account holder | $597 | $6,159-90.3% | $4,884-87.8% | $11,252-94.7% |