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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 | $9,452 | $98,766-90.4% | $149,730-93.7% | $79,852-88.2% |
| Participation rate | 60.4% | 75.8%-15.3pp | 82.5%-22.0pp | 69.6%-9.2pp |
| Annual return | 240.85% | 27.43%+213.4pp | 276.70%-35.9pp | 31.72%+209.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,845 | $5,681-49.9% | $6,843-58.4% | $3,740-23.9% |
| Admin fee / account holder | $385 | $6,052-93.6% | $9,310-95.9% | $5,306-92.8% |