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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 | $20,464 | $70,002-70.8% | $115,037-82.2% | $52,331-60.9% |
| Participation rate | 60.1% | 72.1%-12.0pp | 81.4%-21.3pp | 68.1%-8.0pp |
| Annual return | 638.83% | 4.04%+634.8pp | 26.14%+612.7pp | 4.54%+634.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,018 | $4,920+22.3% | $6,026-0.1% | $3,022+99.1% |
| Admin fee / account holder | $10,112 | $566+1686.5% | $8,175+23.7% | $592+1609.2% |