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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 | $15,846 | $59,456-73.3% | $93,669-83.1% | $74,429-78.7% |
| Participation rate | 41.1% | 59.6%-18.6pp | 68.7%-27.7pp | 67.2%-26.2pp |
| Annual return | 11.31% | 82.00%-70.7pp | 133.59%-122.3pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,821 | $3,052-40.3% | $4,416-58.8% | $4,348-58.1% |
| Admin fee / account holder | $1,432 | $3,026-52.7% | $8,291-82.7% | $1,944-26.4% |