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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 | $3,151 | $106,923-97.1% | $84,023-96.2% | $152,909-97.9% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 16.34% | 105.02%-88.7pp | 71.32%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,616 | $4,013-59.7% | $3,239-50.1% | $5,851-72.4% |
| Admin fee / account holder | $5,570 | $8,289-32.8% | $6,102-8.7% | $11,601-52.0% |