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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 | $123,155-96.3% | $108,753-95.8% | $155,188-97.1% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 21.62% | 44.73%-23.1pp | 37.47%-15.9pp | 148.84%-127.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,225 | $4,623+13.0% | $4,115+27.0% | $6,531-20.0% |
| Admin fee / account holder | $7,456 | $12,126-38.5% | $10,320-27.8% | $14,480-48.5% |