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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 | $3,124 | $56,116-94.4% | $135,768-97.7% | $86,983-96.4% |
| Participation rate | 68.5% | 60.1%+8.4pp | 71.1%-2.6pp | 69.5%-1.0pp |
| Annual return | 16.39% | 125.33%-108.9pp | 526.10%-509.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $888 | $2,690-67.0% | $3,977-77.7% | $4,194-78.8% |
| Admin fee / account holder | $708 | $4,314-83.6% | $7,048-90.0% | $7,856-91.0% |