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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 | $5,064 | $167,030-97.0% | $135,768-96.3% | $155,188-96.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 246.90% | 678.39%-431.5pp | 526.10%-279.2pp | 148.84%+98.1pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,492 | $4,528-45.0% | $3,977-37.4% | $6,531-61.9% |
| Admin fee / account holder | $712 | $8,172-91.3% | $7,048-89.9% | $14,480-95.1% |