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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 | $1,643 | $102,938-98.4% | $94,105-98.3% | $138,895-98.8% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 16.48% | 250.28%-233.8pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $845 | $4,196-79.9% | $3,881-78.2% | $6,396-86.8% |
| Admin fee / account holder | $351 | $6,600-94.7% | $6,199-94.3% | $12,562-97.2% |