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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 | $2,277 | $199,109-98.9% | $173,730-98.7% | $154,746-98.5% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.6%-59.6pp | 80.7%-60.7pp |
| Annual return | 0.00% | 20.02%-20.0pp | 19.96%-20.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,890 | $7,113-45.3% | $6,326-38.5% | $6,730-42.2% |
| Admin fee / account holder | $18,066 | $20,916-13.6% | $17,523+3.1% | $14,365+25.8% |