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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 | $11,602 | $60,119-80.7% | $90,430-87.2% | $79,858-85.5% |
| Participation rate | 65.5% | 65.0%+0.5pp | 72.7%-7.2pp | 69.6%-4.1pp |
| Annual return | 42.25% | 71.94%-29.7pp | 1293.73%-1251.5pp | 31.72%+10.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,567 | $2,938+89.5% | $3,963+40.5% | $3,740+48.8% |
| Admin fee / account holder | $3,875 | $3,976-2.5% | $5,613-31.0% | $5,306-27.0% |