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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 | $5,637 | $108,882-94.8% | $96,754-94.2% | $154,746-96.4% |
| Participation rate | 69.6% | 75.1%-5.5pp | 70.3%-0.7pp | 80.7%-11.1pp |
| Annual return | 16.12% | 98.39%-82.3pp | 82.04%-65.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,446 | $5,323-35.3% | $4,758-27.6% | $6,730-48.8% |
| Admin fee / account holder | $1,634 | $10,200-84.0% | $8,905-81.7% | $14,365-88.6% |