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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 | $8,278 | $232,540-96.4% | $185,117-95.5% | $147,586-94.4% |
| Participation rate | 25.0% | 82.4%-57.4pp | 77.3%-52.3pp | 82.8%-57.8pp |
| Annual return | 25.38% | 43.03%-17.6pp | 40.50%-15.1pp | 578.59%-553.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,262 | $5,834-78.4% | $5,045-75.0% | $5,439-76.8% |
| Admin fee / account holder | $666 | $10,275-93.5% | $8,159-91.8% | $10,886-93.9% |