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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 | $5,171 | $162,136-96.8% | $152,301-96.6% | $154,746-96.7% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 30.46% | 91.02%-60.6pp | 80.50%-50.0pp | 172.34%-141.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,723 | $8,341-67.4% | $8,004-66.0% | $6,730-59.5% |
| Admin fee / account holder | $1,732 | $15,759-89.0% | $14,398-88.0% | $14,365-87.9% |