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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 | $10,583 | $102,429-89.7% | $147,096-92.8% | $80,925-86.9% |
| Participation rate | 65.7% | 75.9%-10.1pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 53.19% | 135.02%-81.8pp | 419.75%-366.6pp | 35.65%+17.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,234 | $6,649-51.4% | $8,071-59.9% | $4,299-24.8% |
| Admin fee / account holder | $1,979 | $7,957-75.1% | $13,005-84.8% | $6,940-71.5% |