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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 | $3,248 | $102,245-96.8% | $89,340-96.4% | $137,256-97.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 15.23% | 21.89%-6.7pp | 20.57%-5.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,891 | $4,436-12.3% | $3,823+1.8% | $6,407-39.3% |
| Admin fee / account holder | $9,079 | $8,085+12.3% | $6,704+35.4% | $12,270-26.0% |