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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 | $7,729 | $110,083-93.0% | $151,639-94.9% | $68,486-88.7% |
| Participation rate | 68.1% | 84.0%-15.8pp | 87.5%-19.4pp | 67.9%+0.2pp |
| Annual return | 72.64% | -10.12%+82.8pp | 3.34%+69.3pp | -7.85%+80.5pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,776 | $6,526-11.5% | $8,363-30.9% | $4,028+43.4% |
| Admin fee / account holder | $990 | $7,718-87.2% | $11,613-91.5% | $5,404-81.7% |