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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 | $5,165 | $95,959-94.6% | $97,411-94.7% | $138,895-96.3% |
| Participation rate | 62.5% | 81.8%-19.3pp | 80.4%-17.9pp | 79.9%-17.4pp |
| Annual return | 20.83% | 29.30%-8.5pp | 34.72%-13.9pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,015 | $4,278-76.3% | $4,210-75.9% | $4,194-75.8% |
| Participant deferral / active EE | $1,762 | $5,876-70.0% | $5,886-70.1% | $6,396-72.5% |
| Admin fee / account holder | $360 | $7,555-95.2% | $7,145-95.0% | $12,562-97.1% |