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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 | $3,959 | $174,379-97.7% | $152,093-97.4% | $138,895-97.1% |
| Participation rate | 56.5% | 81.6%-25.1pp | 77.8%-21.2pp | 79.9%-23.4pp |
| Annual return | 60.21% | 74.86%-14.6pp | 66.36%-6.1pp | 145.39%-85.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,722 | $6,159-72.0% | $5,451-68.4% | $6,396-73.1% |
| Admin fee / account holder | $338 | $16,880-98.0% | $14,497-97.7% | $12,562-97.3% |