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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 | $8,323 | $110,379-92.5% | $102,412-91.9% | $145,884-94.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 101.10% | 24.84%+76.3pp | 24.94%+76.2pp | 551.85%-450.8pp |
| Employer contribution / active EE | $599 | $4,216-85.8% | $3,870-84.5% | $4,662-87.2% |
| Participant deferral / active EE | $4,692 | $5,622-16.5% | $5,060-7.3% | $6,690-29.9% |
| Admin fee / account holder | $4,526 | $9,745-53.6% | $8,388-46.0% | $13,392-66.2% |