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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 | $13,556 | $43,423-68.8% | $78,675-82.8% | $55,167-75.4% |
| Participation rate | 40.7% | 68.0%-27.3pp | 73.6%-32.8pp | 69.0%-28.2pp |
| Annual return | 35.16% | 11.53%+23.6pp | 62.19%-27.0pp | 169.23%-134.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,882 | $2,509+14.9% | $3,517-18.1% | $3,054-5.6% |
| Admin fee / account holder | $2,066 | $416+396.5% | $4,510-54.2% | $504+310.0% |