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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 | $5,501 | $110,410-95.0% | $102,437-94.6% | $145,897-96.2% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 14.28% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,732 | $5,622-69.2% | $5,060-65.8% | $6,689-74.1% |
| Admin fee / account holder | $425 | $9,745-95.6% | $8,388-94.9% | $13,390-96.8% |