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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 | $3,369 | $126,113-97.3% | $116,096-97.1% | $155,188-97.8% |
| Participation rate | 62.5% | 75.1%-12.6pp | 73.3%-10.8pp | 80.8%-18.3pp |
| Annual return | 21.10% | 391.72%-370.6pp | 326.25%-305.1pp | 148.84%-127.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,869 | $4,162-31.1% | $3,952-27.4% | $6,531-56.1% |
| Admin fee / account holder | $337 | $8,045-95.8% | $7,704-95.6% | $14,480-97.7% |