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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 | $3,194 | $52,353-93.9% | $120,225-97.3% | $82,448-96.1% |
| Participation rate | 65.8% | 58.3%+7.5pp | 69.6%-3.8pp | 68.1%-2.3pp |
| Annual return | 13.77% | 61.85%-48.1pp | 439.23%-425.5pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,028 | $2,627-60.9% | $3,999-74.3% | $4,139-75.2% |
| Admin fee / account holder | $939 | $4,363-78.5% | $5,696-83.5% | $7,234-87.0% |