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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 | $8,129 | $53,128-84.7% | $86,582-90.6% | $70,126-88.4% |
| Participation rate | 31.8% | 65.3%-33.5pp | 73.5%-41.7pp | 69.5%-37.7pp |
| Annual return | 69.41% | 27.66%+41.8pp | 965.08%-895.7pp | 73.15%-3.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,086 | $2,695-59.7% | $3,609-69.9% | $3,332-67.4% |
| Admin fee / account holder | $323 | $3,584-91.0% | $4,904-93.4% | $4,645-93.0% |