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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 | $3,437 | $222,882-98.5% | $182,153-98.1% | $198,609-98.3% |
| Participation rate | 66.7% | 67.8%-1.1pp | 65.7%+0.9pp | 82.4%-15.7pp |
| Annual return | 11.84% | 38.53%-26.7pp | 35.04%-23.2pp | 202.70%-190.9pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,560 | $4,212-63.0% | $3,776-58.7% | $6,977-77.6% |
| Admin fee / account holder | $1,287 | $8,972-85.7% | $9,477-86.4% | $19,030-93.2% |