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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 | $4,519 | $63,354-92.9% | $94,105-95.2% | $82,637-94.5% |
| Participation rate | 56.8% | 63.8%-7.1pp | 71.9%-15.2pp | 68.1%-11.3pp |
| Annual return | 18.50% | 34.36%-15.9pp | 204.55%-186.1pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,986 | $2,873-30.9% | $3,881-48.8% | $4,126-51.9% |
| Admin fee / account holder | $613 | $5,073-87.9% | $6,199-90.1% | $7,339-91.7% |