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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 | $7,315 | $58,655-87.5% | $91,994-92.0% | $65,186-88.8% |
| Participation rate | 64.0% | 75.3%-11.3pp | 78.6%-14.6pp | 70.2%-6.2pp |
| Annual return | 350.94% | 33.92%+317.0pp | 69.04%+281.9pp | 29.39%+321.6pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,174 | $5,474-42.0% | $5,924-46.4% | $3,514-9.7% |
| Admin fee / account holder | $493 | $434+13.5% | $7,744-93.6% | $847-41.8% |