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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 | $4,173 | $99,995-95.8% | $85,063-95.1% | $145,978-97.1% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 11.06% | 83.99%-72.9pp | 66.54%-55.5pp | 550.52%-539.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $952 | $5,295-82.0% | $4,523-78.9% | $6,690-85.8% |
| Admin fee / account holder | $1,871 | $7,255-74.2% | $6,155-69.6% | $13,400-86.0% |