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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 | $4,985 | $106,749-95.3% | $145,433-96.6% | $82,448-94.0% |
| Participation rate | 54.8% | 75.6%-20.8pp | 82.1%-27.3pp | 68.1%-13.2pp |
| Annual return | 24.14% | 27.59%-3.4pp | 66.58%-42.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,740 | $6,519-42.6% | $7,897-52.6% | $4,139-9.7% |
| Admin fee / account holder | $1,163 | $8,390-86.1% | $13,129-91.1% | $7,234-83.9% |