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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 | $2,889 | $162,136-98.2% | $152,301-98.1% | $154,746-98.1% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 21.57% | 91.02%-69.5pp | 80.50%-58.9pp | 172.34%-150.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,147 | $8,341-50.3% | $8,004-48.2% | $6,730-38.4% |
| Admin fee / account holder | $4,109 | $15,759-73.9% | $14,398-71.5% | $14,365-71.4% |