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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 | $8,415 | $106,905-92.1% | $84,020-90.0% | $152,885-94.5% |
| Participation rate | 43.5% | 75.2%-31.8pp | 69.0%-25.5pp | 82.5%-39.0pp |
| Annual return | 21.15% | 105.00%-83.8pp | 71.31%-50.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,178 | $4,012-45.7% | $3,239-32.7% | $5,851-62.8% |
| Admin fee / account holder | $6,211 | $8,287-25.0% | $6,101+1.8% | $11,598-46.4% |