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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 | $4,469 | $48,364-90.8% | $71,796-93.8% | $62,881-92.9% |
| Participation rate | 67.6% | 60.6%+7.0pp | 69.1%-1.5pp | 69.3%-1.7pp |
| Annual return | 9.37% | 13.16%-3.8pp | 78.04%-68.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,703 | $2,091-18.6% | $2,794-39.1% | $3,203-46.8% |
| Admin fee / account holder | $2,114 | $3,771-43.9% | $4,815-56.1% | $4,296-50.8% |