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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 | $7,334 | $93,589-92.2% | $135,942-94.6% | $75,181-90.2% |
| Participation rate | 52.8% | 75.2%-22.4pp | 81.9%-29.1pp | 67.2%-14.4pp |
| Annual return | 39.11% | 30.90%+8.2pp | 68.28%-29.2pp | 160.69%-121.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,362 | $6,405-47.5% | $7,759-56.7% | $4,126-18.5% |
| Admin fee / account holder | $1,096 | $6,977-84.3% | $10,764-89.8% | $5,650-80.6% |