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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 | $4,671 | $111,814-95.8% | $103,378-95.5% | $145,978-96.8% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 0.00% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $377 | $4,215-91.1% | $3,870-90.3% | $4,662-91.9% |
| Participant deferral / active EE | $3,307 | $5,618-41.1% | $5,058-34.6% | $6,690-50.6% |
| Admin fee / account holder | $766 | $9,764-92.2% | $8,401-90.9% | $13,400-94.3% |