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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 | $7,043 | $174,018-96.0% | $136,833-94.9% | $198,609-96.5% |
| Participation rate | 66.7% | 65.1%+1.5pp | 59.0%+7.6pp | 82.4%-15.7pp |
| Annual return | 3.62% | 35.16%-31.5pp | 35.32%-31.7pp | 202.70%-199.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,546 | $2,873-11.4% | $2,441+4.3% | $6,977-63.5% |
| Admin fee / account holder | $810 | $5,434-85.1% | $4,706-82.8% | $19,030-95.7% |