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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 | $4,053 | $111,535-96.4% | $105,223-96.1% | $137,256-97.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.25% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $668 | $3,939-83.0% | $3,689-81.9% | $4,156-83.9% |
| Participant deferral / active EE | $2,557 | $5,500-53.5% | $5,072-49.6% | $6,407-60.1% |
| Admin fee / account holder | $5,363 | $9,721-44.8% | $8,859-39.5% | $12,270-56.3% |