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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 | $10,340 | $91,167-88.7% | $178,498-94.2% | $79,858-87.1% |
| Participation rate | 14.3% | 69.2%-54.9pp | 81.9%-67.6pp | 69.6%-55.3pp |
| Annual return | 33.18% | 24.19%+9.0pp | 151.09%-117.9pp | 31.72%+1.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,250 | $3,236-61.4% | $5,202-76.0% | $3,740-66.6% |
| Admin fee / account holder | $1,640 | $6,747-75.7% | $13,985-88.3% | $5,306-69.1% |