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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 | $5,504 | $78,670-93.0% | $109,173-95.0% | $85,847-93.6% |
| Participation rate | 47.9% | 68.3%-20.3pp | 75.9%-27.9pp | 69.3%-21.4pp |
| Annual return | 62.81% | 25.09%+37.7pp | 25.75%+37.1pp | 318.61%-255.8pp |
| Employer contribution / active EE | $596 | $2,734-78.2% | $3,723-84.0% | $2,565-76.8% |
| Participant deferral / active EE | $1,494 | $3,467-56.9% | $4,654-67.9% | $3,952-62.2% |
| Admin fee / account holder | $456 | $5,469-91.7% | $6,755-93.3% | $6,261-92.7% |