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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 | $8,269 | $106,524-92.2% | $152,301-94.6% | $87,485-90.5% |
| Participation rate | 69.0% | 75.8%-6.7pp | 82.4%-13.4pp | 68.9%+0.1pp |
| Annual return | 67.15% | 26.89%+40.3pp | 80.50%-13.3pp | 26.06%+41.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,394 | $6,525-48.0% | $8,004-57.6% | $4,274-20.6% |
| Admin fee / account holder | $2,992 | $8,287-63.9% | $14,398-79.2% | $7,775-61.5% |