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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 | $4,048 | $174,379-97.7% | $152,093-97.3% | $138,895-97.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 51.04% | 74.86%-23.8pp | 66.36%-15.3pp | 145.39%-94.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,552 | $6,159+38.9% | $5,451+56.9% | $6,396+33.7% |
| Admin fee / account holder | $6,226 | $16,880-63.1% | $14,497-57.1% | $12,562-50.4% |