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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 | $3,746 | $91,037-95.9% | $71,671-94.8% | $147,586-97.5% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 10.00% | 20.48%-10.5pp | 20.65%-10.6pp | 578.59%-568.6pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,260 | $4,498-72.0% | $3,438-63.4% | $5,439-76.8% |
| Admin fee / account holder | $674 | $8,613-92.2% | $5,558-87.9% | $10,886-93.8% |