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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 | $8,430 | $102,638-91.8% | $81,982-89.7% | $158,982-94.7% |
| Participation rate | 35.0% | 75.5%-40.5pp | 69.3%-34.3pp | 82.0%-47.0pp |
| Annual return | 16.91% | 61.05%-44.1pp | 41.31%-24.4pp | 302.99%-286.1pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,590 | $4,649-65.8% | $3,722-57.3% | $5,983-73.4% |
| Admin fee / account holder | $2,951 | $8,237-64.2% | $5,665-47.9% | $11,252-73.8% |