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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 | $106,749-92.3% | $145,433-94.3% | $82,448-90.0% |
| Participation rate | 69.0% | 75.6%-6.6pp | 82.1%-13.1pp | 68.1%+1.0pp |
| Annual return | 67.15% | 27.59%+39.6pp | 66.58%+0.6pp | 41.64%+25.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,394 | $6,519-47.9% | $7,897-57.0% | $4,139-18.0% |
| Admin fee / account holder | $2,992 | $8,390-64.3% | $13,129-77.2% | $7,234-58.6% |