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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 | $5,324 | $55,684-90.4% | $75,900-93.0% | $72,976-92.7% |
| Participation rate | 37.9% | 61.1%-23.2pp | 69.3%-31.4pp | 69.5%-31.6pp |
| Annual return | 65.83% | 27.60%+38.2pp | 30.73%+35.1pp | 81.02%-15.2pp |
| Employer contribution / active EE | $252 | $1,687-85.1% | $2,501-89.9% | $2,440-89.7% |
| Participant deferral / active EE | $1,995 | $2,634-24.3% | $3,604-44.6% | $3,608-44.7% |
| Admin fee / account holder | $562 | $3,981-85.9% | $5,421-89.6% | $5,124-89.0% |