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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 | $7,372 | $70,418-89.5% | $96,570-92.4% | $85,847-91.4% |
| Participation rate | 68.0% | 61.8%+6.2pp | 69.8%-1.8pp | 69.3%-1.3pp |
| Annual return | 125.70% | 18.59%+107.1pp | 37.79%+87.9pp | 318.61%-192.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,210 | $2,894+45.5% | $3,849+9.4% | $3,952+6.5% |
| Admin fee / account holder | $312 | $4,995-93.8% | $6,182-95.0% | $6,261-95.0% |