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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 | $3,041 | $97,125-96.9% | $86,233-96.5% | $137,256-97.8% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.0%-0.6pp | 80.0%-11.5pp |
| Annual return | 25.36% | 74.19%-48.8pp | 61.39%-36.0pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,553 | $5,180-50.7% | $4,559-44.0% | $6,407-60.1% |
| Admin fee / account holder | $665 | $9,725-93.2% | $8,342-92.0% | $12,270-94.6% |