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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 | $4,501 | $78,690-94.3% | $161,489-97.2% | $87,485-94.9% |
| Participation rate | 69.2% | 67.5%+1.8pp | 78.7%-9.5pp | 68.9%+0.3pp |
| Annual return | 54.95% | 32.74%+22.2pp | 89.72%-34.8pp | 26.06%+28.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,386 | $3,311+62.7% | $5,630-4.3% | $4,274+26.0% |
| Admin fee / account holder | $1,168 | $6,724-82.6% | $16,006-92.7% | $7,775-85.0% |