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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 | $4,242 | $126,661-96.7% | $113,397-96.3% | $138,895-96.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 0.00% | 25.05%-25.1pp | 23.20%-23.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,960 | $5,693+4.7% | $5,076+17.4% | $6,396-6.8% |
| Admin fee / account holder | $8,545 | $14,549-41.3% | $11,957-28.5% | $12,562-32.0% |