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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 | $9,170 | $107,666-91.5% | $102,184-91.0% | $154,746-94.1% |
| Participation rate | 68.2% | 83.7%-15.5pp | 82.6%-14.4pp | 80.7%-12.5pp |
| Annual return | 46.29% | 29.33%+17.0pp | 31.58%+14.7pp | 172.34%-126.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,179 | $8,719-52.1% | $8,309-49.7% | $6,730-37.9% |
| Admin fee / account holder | $1,313 | $12,943-89.9% | $11,609-88.7% | $14,365-90.9% |