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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 | $4,490 | $100,147-95.5% | $81,286-94.5% | $145,877-96.9% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.5%-15.0pp | 80.3%-25.8pp |
| Annual return | 29.64% | 34.44%-4.8pp | 24.80%+4.8pp | 551.28%-521.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,641 | $4,607-64.4% | $3,883-57.7% | $6,691-75.5% |
| Admin fee / account holder | $350 | $8,201-95.7% | $5,764-93.9% | $13,402-97.4% |