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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 | $3,105 | $93,346-96.7% | $71,796-95.7% | $273,972-98.9% |
| Participation rate | 46.7% | 76.5%-29.9pp | 69.1%-22.4pp | 83.0%-36.3pp |
| Annual return | 10.23% | 130.39%-120.2pp | 78.04%-67.8pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,335 | $3,475-61.6% | $2,794-52.2% | $5,287-74.8% |
| Admin fee / account holder | $407 | $6,571-93.8% | $4,815-91.6% | $10,133-96.0% |