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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 | $7,390 | $197,625-96.3% | $177,840-95.8% | $158,966-95.4% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 115.04% | 58.76%+56.3pp | 48.32%+66.7pp | 302.95%-187.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,220 | $8,405-37.9% | $7,714-32.3% | $5,983-12.8% |
| Admin fee / account holder | $736 | $15,405-95.2% | $12,431-94.1% | $11,250-93.5% |