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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 | $6,161 | $77,901-92.1% | $149,717-95.9% | $75,181-91.8% |
| Participation rate | 24.4% | 65.6%-41.2pp | 78.8%-54.4pp | 67.2%-42.8pp |
| Annual return | 41.06% | 31.73%+9.3pp | 134.41%-93.4pp | 160.69%-119.6pp |
| Employer contribution / active EE | $354 | $3,137-88.7% | $4,820-92.7% | $2,671-86.7% |
| Participant deferral / active EE | $1,090 | $3,411-68.0% | $5,682-80.8% | $4,126-73.6% |
| Admin fee / account holder | $1,149 | $5,949-80.7% | $13,213-91.3% | $5,650-79.7% |