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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 | $4,051 | $93,117-95.6% | $77,096-94.7% | $134,532-97.0% |
| Participation rate | 58.8% | 74.5%-15.7pp | 67.9%-9.1pp | 81.2%-22.4pp |
| Annual return | 218.74% | 62.67%+156.1pp | 42.35%+176.4pp | 418.27%-199.5pp |
| Employer contribution / active EE | $262 | $3,420-92.4% | $2,814-90.7% | $4,741-94.5% |
| Participant deferral / active EE | $1,200 | $5,241-77.1% | $4,429-72.9% | $6,401-81.3% |
| Admin fee / account holder | $7,094 | $6,948+2.1% | $5,428+30.7% | $11,429-37.9% |