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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 | $6,611 | $84,236-92.2% | $170,439-96.1% | $70,124-90.6% |
| Participation rate | 33.8% | 70.8%-37.0pp | 83.6%-49.8pp | 69.5%-35.7pp |
| Annual return | 40.79% | 23.06%+17.7pp | 205.94%-165.2pp | 73.14%-32.4pp |
| Employer contribution / active EE | $334 | $3,387-90.1% | $5,433-93.8% | $2,342-85.7% |
| Participant deferral / active EE | $932 | $3,086-69.8% | $4,939-81.1% | $3,332-72.0% |
| Admin fee / account holder | $1,955 | $5,698-65.7% | $13,881-85.9% | $4,645-57.9% |