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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 | $5,429 | $108,942-95.0% | $100,415-94.6% | $145,897-96.3% |
| Participation rate | 58.8% | 83.0%-24.2pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 22.59% | 58.27%-35.7pp | 49.47%-26.9pp | 552.29%-529.7pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,433 | $8,461-59.4% | $8,091-57.6% | $6,689-48.7% |
| Admin fee / account holder | $387 | $9,702-96.0% | $7,906-95.1% | $13,390-97.1% |