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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 | $9,212 | $91,198-89.9% | $178,503-94.8% | $79,856-88.5% |
| Participation rate | 43.4% | 69.2%-25.8pp | 81.9%-38.5pp | 69.6%-26.2pp |
| Annual return | 52.13% | 24.20%+27.9pp | 151.12%-99.0pp | 31.71%+20.4pp |
| Employer contribution / active EE | $248 | $3,257-92.4% | $5,011-95.1% | $2,471-90.0% |
| Participant deferral / active EE | $2,062 | $3,237-36.3% | $5,202-60.4% | $3,741-44.9% |
| Admin fee / account holder | $363 | $6,748-94.6% | $13,987-97.4% | $5,306-93.2% |