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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 | $8,782 | $102,638-91.4% | $81,991-89.3% | $158,966-94.5% |
| Participation rate | 31.8% | 75.5%-43.7pp | 69.3%-37.4pp | 82.0%-50.1pp |
| Annual return | 8.04% | 61.05%-53.0pp | 41.31%-33.3pp | 302.95%-294.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,754 | $4,649-62.3% | $3,722-52.9% | $5,983-70.7% |
| Admin fee / account holder | $3,307 | $8,237-59.9% | $5,665-41.6% | $11,250-70.6% |