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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 | $4,729 | $77,814-93.9% | $158,223-97.0% | $86,983-94.6% |
| Participation rate | 62.2% | 68.4%-6.2pp | 79.2%-17.0pp | 69.5%-7.3pp |
| Annual return | 0.00% | 30.54%-30.5pp | 52.09%-52.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,065 | $3,270-6.3% | $5,467-43.9% | $4,194-26.9% |
| Admin fee / account holder | $327 | $5,879-94.4% | $16,047-98.0% | $7,856-95.8% |