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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 | $107,809-94.8% | $97,032-94.2% | $155,188-96.4% |
| Participation rate | 69.6% | 75.5%-5.9pp | 71.6%-2.0pp | 80.8%-11.2pp |
| Annual return | 16.12% | 38.06%-21.9pp | 35.38%-19.3pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,446 | $5,129-32.8% | $4,672-26.2% | $6,531-47.2% |
| Admin fee / account holder | $1,634 | $10,717-84.8% | $9,418-82.7% | $14,480-88.7% |