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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 | $3,134 | $106,247-97.1% | $96,515-96.8% | $139,466-97.8% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 18.21% | 38.47%-20.3pp | 35.73%-17.5pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,580 | $5,456-71.0% | $4,880-67.6% | $6,712-76.5% |
| Admin fee / account holder | $1,179 | $7,885-85.0% | $6,735-82.5% | $11,409-89.7% |