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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 | $6,863 | $48,053-85.7% | $84,637-91.9% | $72,976-90.6% |
| Participation rate | 52.9% | 57.6%-4.6pp | 68.2%-15.3pp | 69.5%-16.5pp |
| Annual return | 218.05% | 37.39%+180.7pp | 258.82%-40.8pp | 81.02%+137.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,605 | $2,681-2.8% | $3,900-33.2% | $3,608-27.8% |
| Admin fee / account holder | $975 | $3,395-71.3% | $4,914-80.2% | $5,124-81.0% |