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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 | $2,979 | $56,287-94.7% | $80,977-96.3% | $62,881-95.3% |
| Participation rate | 57.1% | 68.9%-11.8pp | 75.8%-18.7pp | 69.3%-12.2pp |
| Annual return | 9.43% | 22.13%-12.7pp | 17.11%-7.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,626 | $4,196-37.4% | $5,696-53.9% | $3,203-18.0% |
| Admin fee / account holder | $2,395 | $3,742-36.0% | $5,517-56.6% | $4,296-44.2% |