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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 | $154,145-94.6% | $130,014-93.6% | $139,427-94.1% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 22.93% | 32.49%-9.6pp | -137.22%+160.1pp | 373.27%-350.3pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,320-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $3,922 | $6,711-41.6% | $5,821-32.6% | $6,711-41.6% |
| Admin fee / account holder | $2,033 | $14,009-85.5% | $10,616-80.8% | $11,404-82.2% |