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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 | $3,502 | $106,247-96.7% | $96,515-96.4% | $139,466-97.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 19.42% | 38.47%-19.0pp | 35.73%-16.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,637 | $5,456-15.0% | $4,880-5.0% | $6,712-30.9% |
| Admin fee / account holder | $1,900 | $7,885-75.9% | $6,735-71.8% | $11,409-83.3% |