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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 | $7,100 | $84,236-91.6% | $170,435-95.8% | $70,126-89.9% |
| Participation rate | 32.3% | 70.8%-38.6pp | 83.6%-51.3pp | 69.5%-37.3pp |
| Annual return | 42.51% | 23.06%+19.4pp | 205.94%-163.4pp | 73.15%-30.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $975 | $3,086-68.4% | $4,939-80.3% | $3,332-70.7% |
| Admin fee / account holder | $566 | $5,698-90.1% | $13,881-95.9% | $4,645-87.8% |