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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 | $14,245 | $45,566-68.7% | $64,105-77.8% | $59,633-76.1% |
| Participation rate | 42.3% | 60.2%-17.9pp | 68.2%-25.9pp | 68.7%-26.4pp |
| Annual return | 48.78% | 4.95%+43.8pp | 791.24%-742.5pp | 2041.45%-1992.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,138 | $2,057+3.9% | $2,822-24.2% | $3,192-33.0% |
| Admin fee / account holder | $645 | $3,268-80.3% | $4,499-85.7% | $4,297-85.0% |