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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 | $3,533 | $211,105-98.3% | $178,449-98.0% | $145,978-97.6% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 17.17% | 30.19%-13.0pp | 27.09%-9.9pp | 550.52%-533.4pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,114 | $6,959-69.6% | $6,277-66.3% | $6,690-68.4% |
| Admin fee / account holder | $1,298 | $12,017-89.2% | $10,362-87.5% | $13,400-90.3% |