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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 | $7,357 | $102,638-92.8% | $81,991-91.0% | $158,966-95.4% |
| Participation rate | 42.9% | 75.5%-32.7pp | 69.3%-26.4pp | 82.0%-39.1pp |
| Annual return | 16.82% | 61.05%-44.2pp | 41.31%-24.5pp | 302.95%-286.1pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,457 | $4,649-47.1% | $3,722-34.0% | $5,983-58.9% |
| Admin fee / account holder | $829 | $8,237-89.9% | $5,665-85.4% | $11,250-92.6% |