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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 | $4,162 | $52,279-92.0% | $89,400-95.3% | $79,858-94.8% |
| Participation rate | 62.8% | 57.5%+5.3pp | 68.0%-5.2pp | 69.6%-6.8pp |
| Annual return | 41.07% | 22.16%+18.9pp | 245.64%-204.6pp | 31.72%+9.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,901 | $2,740+5.9% | $3,890-25.4% | $3,740-22.4% |
| Admin fee / account holder | $1,465 | $3,356-56.4% | $4,882-70.0% | $5,306-72.4% |