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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 | $8,859 | $58,493-84.9% | $84,023-89.5% | $72,976-87.9% |
| Participation rate | 67.9% | 61.2%+6.6pp | 69.0%-1.2pp | 69.5%-1.6pp |
| Annual return | 94.29% | 28.93%+65.4pp | 71.32%+23.0pp | 81.02%+13.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,325 | $2,394-44.6% | $3,239-59.1% | $3,608-63.3% |
| Admin fee / account holder | $323 | $4,569-92.9% | $6,102-94.7% | $5,124-93.7% |