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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 | $7,302 | $51,184-85.7% | $66,439-89.0% | $86,983-91.6% |
| Participation rate | 44.3% | 68.5%-24.2pp | 74.5%-30.2pp | 69.5%-25.3pp |
| Annual return | 42.77% | 17.07%+25.7pp | 757.66%-714.9pp | 25.83%+16.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,877 | $2,927+100.8% | $3,876+51.6% | $4,194+40.1% |
| Admin fee / account holder | $3,386 | $4,154-18.5% | $6,173-45.2% | $7,856-56.9% |