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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 | $12,660 | $85,766-85.2% | $136,298-90.7% | $70,126-81.9% |
| Participation rate | 41.2% | 74.2%-33.0pp | 81.9%-40.7pp | 69.5%-28.4pp |
| Annual return | 20.93% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,505 | $5,051-50.4% | $6,247-59.9% | $3,332-24.8% |
| Admin fee / account holder | $982 | $5,421-81.9% | $9,244-89.4% | $4,645-78.9% |