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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 | $7,377 | $117,433-93.7% | $99,475-92.6% | $152,897-95.2% |
| Participation rate | 69.2% | 77.5%-8.3pp | 73.8%-4.6pp | 82.5%-13.2pp |
| Annual return | 25.29% | 31.87%-6.6pp | 30.72%-5.4pp | 345.43%-320.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,987 | $4,086-51.4% | $3,619-45.1% | $5,851-66.0% |
| Admin fee / account holder | $600 | $7,634-92.1% | $6,252-90.4% | $11,599-94.8% |