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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 | $8,177 | $84,236-90.3% | $170,435-95.2% | $70,126-88.3% |
| Participation rate | 64.3% | 70.8%-6.5pp | 83.6%-19.3pp | 69.5%-5.3pp |
| Annual return | 68.67% | 23.06%+45.6pp | 205.94%-137.3pp | 73.15%-4.5pp |
| Employer contribution / active EE | $262 | $3,387-92.3% | $5,432-95.2% | $2,343-88.8% |
| Participant deferral / active EE | $1,324 | $3,086-57.1% | $4,939-73.2% | $3,332-60.3% |
| Admin fee / account holder | $1,201 | $5,698-78.9% | $13,881-91.3% | $4,645-74.1% |