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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 | $116,167-96.8% | $64,489-94.3% | $137,256-97.3% |
| Participation rate | 16.7% | 68.2%-51.5pp | 67.7%-51.0pp | 80.0%-63.3pp |
| Annual return | 27.55% | 36.55%-9.0pp | 55.03%-27.5pp | 220.34%-192.8pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $649 | $4,215-84.6% | $2,778-76.6% | $6,407-89.9% |
| Admin fee / account holder | $580 | $6,188-90.6% | $4,260-86.4% | $12,270-95.3% |