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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 | $2,068 | $147,556-98.6% | $129,031-98.4% | $198,609-99.0% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 3.34% | 37.41%-34.1pp | 34.67%-31.3pp | 202.70%-199.4pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,206 | $5,760+25.1% | $5,217+38.1% | $6,977+3.3% |
| Admin fee / account holder | $7,185 | $15,467-53.5% | $13,208-45.6% | $19,030-62.2% |