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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 | $7,714 | $52,279-85.2% | $89,414-91.4% | $79,852-90.3% |
| Participation rate | 66.2% | 57.5%+8.6pp | 68.0%-1.8pp | 69.6%-3.5pp |
| Annual return | 23.36% | 22.16%+1.2pp | 245.50%-222.1pp | 31.72%-8.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,275 | $2,740-17.0% | $3,890-41.5% | $3,740-39.2% |
| Admin fee / account holder | $1,970 | $3,356-41.3% | $4,883-59.7% | $5,306-62.9% |