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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 | $8,421 | $77,908-89.2% | $149,696-94.4% | $75,173-88.8% |
| Participation rate | 24.3% | 65.6%-41.3pp | 78.8%-54.5pp | 67.2%-42.9pp |
| Annual return | 174.19% | 31.73%+142.5pp | 134.46%+39.7pp | 160.72%+13.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,206 | $3,411-64.6% | $5,682-78.8% | $4,126-70.8% |
| Admin fee / account holder | $1,283 | $5,950-78.4% | $13,212-90.3% | $5,651-77.3% |