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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 | $5,582 | $91,167-93.9% | $178,498-96.9% | $79,858-93.0% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 22.55% | 24.19%-1.6pp | 151.09%-128.5pp | 31.72%-9.2pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,354 | $3,236-58.2% | $5,202-74.0% | $3,740-63.8% |
| Admin fee / account holder | $1,033 | $6,747-84.7% | $13,985-92.6% | $5,306-80.5% |