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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 | $5,453 | $64,324-91.5% | $118,914-95.4% | $79,856-93.2% |
| Participation rate | 65.1% | 64.9%+0.3pp | 75.4%-10.3pp | 69.6%-4.5pp |
| Annual return | 41.30% | 86.45%-45.1pp | 35.89%+5.4pp | 31.71%+9.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,648 | $2,824-6.2% | $4,266-37.9% | $3,741-29.2% |
| Admin fee / account holder | $377 | $4,040-90.7% | $6,582-94.3% | $5,306-92.9% |