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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 | $4,659 | $102,422-95.5% | $147,117-96.8% | $80,959-94.2% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 37.48% | 135.16%-97.7pp | 420.54%-383.1pp | 35.67%+1.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,132 | $6,652-37.9% | $8,065-48.8% | $4,300-3.9% |
| Admin fee / account holder | $1,156 | $7,953-85.5% | $12,993-91.1% | $6,925-83.3% |