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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 | $3,652 | $106,524-96.6% | $152,301-97.6% | $87,485-95.8% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.4%-16.7pp | 68.9%-3.1pp |
| Annual return | 52.10% | 26.89%+25.2pp | 80.50%-28.4pp | 26.06%+26.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,166 | $6,525-51.5% | $8,004-60.4% | $4,274-25.9% |
| Admin fee / account holder | $597 | $8,287-92.8% | $14,398-95.9% | $7,775-92.3% |