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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 | $4,885 | $57,590-91.5% | $86,233-94.3% | $82,448-94.1% |
| Participation rate | 57.6% | 57.9%-0.2pp | 69.0%-11.4pp | 68.1%-10.4pp |
| Annual return | 20.87% | 22.41%-1.5pp | 61.39%-40.5pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,723 | $3,080-11.6% | $4,559-40.3% | $4,139-34.2% |
| Admin fee / account holder | $2,665 | $4,730-43.7% | $8,342-68.1% | $7,234-63.2% |