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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 | $3,691 | $151,427-97.6% | $112,860-96.7% | $154,746-97.6% |
| Participation rate | 16.7% | 69.1%-52.5pp | 66.3%-49.7pp | 80.7%-64.0pp |
| Annual return | 27.55% | 30.95%-3.4pp | 35.26%-7.7pp | 172.34%-144.8pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $649 | $4,285-84.8% | $3,493-81.4% | $6,730-90.4% |
| Admin fee / account holder | $580 | $7,369-92.1% | $6,841-91.5% | $14,365-96.0% |