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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 | $18,900 | $80,753-76.6% | $136,297-86.1% | $62,293-69.7% |
| Participation rate | 45.1% | 73.5%-28.4pp | 81.9%-36.8pp | 69.5%-24.4pp |
| Annual return | 186.74% | 35.83%+150.9pp | 5156.16%-4969.4pp | 28.90%+157.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,092 | $5,164-40.1% | $6,247-50.5% | $3,169-2.4% |
| Admin fee / account holder | $1,553 | $525+195.6% | $9,244-83.2% | $479+224.1% |