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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 | $4,612 | $167,353-97.2% | $143,797-96.8% | $134,545-96.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.19% | 0.48%-18.7pp | -0.04%-18.1pp | 418.37%-436.6pp |
| Employer contribution / active EE | $674 | $5,620-88.0% | $4,952-86.4% | $4,742-85.8% |
| Participant deferral / active EE | $3,951 | $6,447-38.7% | $5,638-29.9% | $6,401-38.3% |
| Admin fee / account holder | $675 | $18,096-96.3% | $14,679-95.4% | $11,431-94.1% |