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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 | $7,825 | $81,331-90.4% | $155,534-95.0% | $80,935-90.3% |
| Participation rate | 34.6% | 66.3%-31.6pp | 78.2%-43.6pp | 67.7%-33.0pp |
| Annual return | 381.44% | 33.37%+348.1pp | 64.92%+316.5pp | 35.66%+345.8pp |
| Employer contribution / active EE | $346 | $3,105-88.9% | $4,675-92.6% | $2,757-87.5% |
| Participant deferral / active EE | $1,327 | $3,454-61.6% | $5,630-76.4% | $4,299-69.1% |
| Admin fee / account holder | $500 | $7,999-93.7% | $15,900-96.9% | $6,924-92.8% |