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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 | $7,682 | $59,448-87.1% | $93,696-91.8% | $74,459-89.7% |
| Participation rate | 64.1% | 59.6%+4.4pp | 68.7%-4.7pp | 67.2%-3.2pp |
| Annual return | 17.05% | 82.11%-65.1pp | 133.74%-116.7pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,325 | $3,052-23.8% | $4,417-47.4% | $4,350-46.6% |
| Admin fee / account holder | $507 | $3,027-83.2% | $8,287-93.9% | $1,945-73.9% |