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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 | $50,554-85.6% | $67,681-89.2% | $87,485-91.7% |
| Participation rate | 44.3% | 67.7%-23.5pp | 73.7%-29.5pp | 68.9%-24.7pp |
| Annual return | 42.77% | 17.81%+25.0pp | 590.58%-547.8pp | 26.06%+16.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,877 | $2,961+98.5% | $3,976+47.8% | $4,274+37.5% |
| Admin fee / account holder | $3,386 | $4,132-18.1% | $6,100-44.5% | $7,775-56.5% |