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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 | $4,013 | $93,346-95.7% | $71,796-94.4% | $273,972-98.5% |
| Participation rate | 16.7% | 76.5%-59.9pp | 69.1%-52.4pp | 83.0%-66.3pp |
| Annual return | 5.20% | 130.39%-125.2pp | 78.04%-72.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $770 | $3,475-77.8% | $2,794-72.4% | $5,287-85.4% |
| Admin fee / account holder | $4,501 | $6,571-31.5% | $4,815-6.5% | $10,133-55.6% |