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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 | $7,408 | $61,605-88.0% | $112,273-93.4% | $75,181-90.1% |
| Participation rate | 46.8% | 61.7%-14.9pp | 72.4%-25.6pp | 67.2%-20.4pp |
| Annual return | 59.42% | 28.47%+30.9pp | 30.23%+29.2pp | 160.69%-101.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,364 | $3,108-56.1% | $4,800-71.6% | $4,126-66.9% |
| Admin fee / account holder | $392 | $4,862-91.9% | $7,752-94.9% | $5,650-93.1% |