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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 | $5,896 | $106,864-94.5% | $147,318-96.0% | $82,637-92.9% |
| Participation rate | 63.3% | 75.5%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,344 | $6,496-48.5% | $7,906-57.7% | $4,126-18.9% |
| Admin fee / account holder | $375 | $8,415-95.5% | $13,708-97.3% | $7,339-94.9% |