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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 | $3,547 | $78,670-95.5% | $109,173-96.8% | $85,847-95.9% |
| Participation rate | 58.5% | 68.3%-9.7pp | 75.9%-17.3pp | 69.3%-10.8pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,234 | $3,467-35.6% | $4,654-52.0% | $3,952-43.5% |
| Admin fee / account holder | $446 | $5,469-91.9% | $6,755-93.4% | $6,261-92.9% |