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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 | $8,471 | $98,240-91.4% | $82,312-89.7% | $147,586-94.3% |
| Participation rate | 54.5% | 79.7%-25.2pp | 76.9%-22.3pp | 82.8%-28.3pp |
| Annual return | 26.95% | 30.85%-3.9pp | 25.88%+1.1pp | 578.59%-551.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,707 | $4,383-61.1% | $3,706-53.9% | $5,439-68.6% |
| Admin fee / account holder | $1,209 | $8,563-85.9% | $5,608-78.4% | $10,886-88.9% |