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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 | $4,677 | $124,330-96.2% | $109,173-95.7% | $167,536-97.2% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 31.50% | 26.04%+5.5pp | 25.75%+5.7pp | 478.82%-447.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,184 | $5,256-58.5% | $4,654-53.1% | $6,342-65.6% |
| Admin fee / account holder | $2,907 | $7,974-63.5% | $6,755-57.0% | $12,315-76.4% |