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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 | $12,449 | $85,766-85.5% | $136,297-90.9% | $70,124-82.2% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 18.37% | 31.45%-13.1pp | 5156.19%-5137.8pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,924 | $5,051-22.3% | $6,247-37.2% | $3,332+17.8% |
| Admin fee / account holder | $441 | $5,420-91.9% | $9,244-95.2% | $4,645-90.5% |