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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 | $13,013 | $69,774-81.3% | $67,575-80.7% | $74,459-82.5% |
| Participation rate | 27.6% | 71.4%-43.7pp | 72.9%-45.3pp | 67.2%-39.6pp |
| Annual return | 24.88% | -40.53%+65.4pp | 3528.98%-3504.1pp | 1369.70%-1344.8pp |
| Employer contribution / active EE | $496 | $2,710-81.7% | $2,736-81.9% | $2,626-81.1% |
| Participant deferral / active EE | $1,792 | $3,636-50.7% | $4,003-55.2% | $4,350-58.8% |
| Admin fee / account holder | $915 | $890+2.9% | $3,993-77.1% | $1,945-52.9% |