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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 | $4,526 | $112,729-96.0% | $98,716-95.4% | $137,256-96.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 21.62% | 38.48%-16.9pp | 31.81%-10.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,225 | $4,640+12.6% | $4,048+29.1% | $6,407-18.5% |
| Admin fee / account holder | $7,456 | $10,129-26.4% | $8,703-14.3% | $12,270-39.2% |