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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 | $9,258 | $79,449-88.3% | $189,575-95.1% | $85,847-89.2% |
| Participation rate | 68.0% | 66.0%+2.0pp | 78.4%-10.4pp | 69.3%-1.3pp |
| Annual return | 35.88% | 18.45%+17.4pp | 64.19%-28.3pp | 318.61%-282.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,054 | $4,051+49.4% | $6,174-1.9% | $3,952+53.2% |
| Admin fee / account holder | $1,235 | $5,377-77.0% | $9,806-87.4% | $6,261-80.3% |