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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 | $5,398 | $58,258-90.7% | $81,820-93.4% | $80,925-93.3% |
| Participation rate | 41.2% | 63.5%-22.3pp | 72.4%-31.2pp | 67.7%-26.5pp |
| Annual return | 12.44% | 41.76%-29.3pp | 777.93%-765.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $947 | $3,284-71.2% | $4,323-78.1% | $4,299-78.0% |
| Admin fee / account holder | $332 | $4,976-93.3% | $7,391-95.5% | $6,940-95.2% |