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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 | $3,910 | $91,179-95.7% | $178,499-97.8% | $79,852-95.1% |
| Participation rate | 16.3% | 69.2%-52.9pp | 81.9%-65.6pp | 69.6%-53.4pp |
| Annual return | 12.31% | 24.19%-11.9pp | 151.10%-138.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,057 | $3,236-67.3% | $5,202-79.7% | $3,740-71.7% |
| Admin fee / account holder | $2,095 | $6,749-69.0% | $13,986-85.0% | $5,306-60.5% |