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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 | $4,095 | $81,276-95.0% | $155,574-97.4% | $80,925-94.9% |
| Participation rate | 69.4% | 66.2%+3.2pp | 78.2%-8.8pp | 67.7%+1.8pp |
| Annual return | 102.84% | 33.36%+69.5pp | 64.87%+38.0pp | 35.65%+67.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,049 | $3,453-40.7% | $5,629-63.6% | $4,299-52.3% |
| Admin fee / account holder | $1,881 | $7,993-76.5% | $15,914-88.2% | $6,940-72.9% |