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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 | $6,225 | $56,134-88.9% | $96,171-93.5% | $85,847-92.7% |
| Participation rate | 24.1% | 56.7%-32.6pp | 68.4%-44.4pp | 69.3%-45.2pp |
| Annual return | 26.26% | 42.30%-16.0pp | 192.04%-165.8pp | 318.61%-292.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $958 | $2,858-66.5% | $4,350-78.0% | $3,952-75.7% |
| Admin fee / account holder | $2,749 | $3,769-27.1% | $5,538-50.4% | $6,261-56.1% |