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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 | $8,279 | $154,209-94.6% | $130,062-93.6% | $139,487-94.1% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 22.93% | 32.52%-9.6pp | -137.37%+160.3pp | 373.84%-350.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,922 | $6,709-41.5% | $5,821-32.6% | $6,713-41.6% |
| Admin fee / account holder | $2,033 | $13,988-85.5% | $10,601-80.8% | $11,407-82.2% |