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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 | $4,366 | $76,407-94.3% | $150,298-97.1% | $82,448-94.7% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 75.30% | 39.99%+35.3pp | 62.79%+12.5pp | 41.64%+33.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,080 | $3,214-35.3% | $5,453-61.8% | $4,139-49.7% |
| Admin fee / account holder | $494 | $6,352-92.2% | $14,116-96.5% | $7,234-93.2% |