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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 | $1,256 | $155,555-99.2% | $146,866-99.1% | $155,188-99.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 11.62% | 115.41%-103.8pp | 102.85%-91.2pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,511 | $8,044-43.9% | $7,759-41.9% | $6,531-30.9% |
| Admin fee / account holder | $1,802 | $14,755-87.8% | $13,620-86.8% | $14,480-87.6% |