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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 | $4,047 | $112,729-96.4% | $98,716-95.9% | $137,256-97.1% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 16.74% | 38.48%-21.7pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,162 | $4,640-75.0% | $4,048-71.3% | $6,407-81.9% |
| Admin fee / account holder | $581 | $10,129-94.3% | $8,703-93.3% | $12,270-95.3% |