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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 | $60,442-91.9% | $96,754-95.0% | $87,485-94.4% |
| Participation rate | 57.6% | 58.7%-1.1pp | 70.3%-12.6pp | 68.9%-11.3pp |
| Annual return | 20.87% | 21.97%-1.1pp | 82.04%-61.2pp | 26.06%-5.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,723 | $3,280-17.0% | $4,758-42.8% | $4,274-36.3% |
| Admin fee / account holder | $2,665 | $5,069-47.4% | $8,905-70.1% | $7,775-65.7% |