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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 | $8,793 | $148,582-94.1% | $135,942-93.5% | $139,456-93.7% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 20.91% | 79.26%-58.3pp | 68.28%-47.4pp | 373.45%-352.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,774 | $8,101-65.8% | $7,759-64.2% | $6,711-58.7% |
| Admin fee / account holder | $4,521 | $12,402-63.5% | $10,764-58.0% | $11,407-60.4% |