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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 | $15,029 | $58,828-74.5% | $78,002-80.7% | $62,881-76.1% |
| Participation rate | 62.5% | 71.1%-8.6pp | 75.5%-13.0pp | 69.3%-6.8pp |
| Annual return | 155.64% | 17.16%+138.5pp | 425.99%-270.3pp | 20.14%+135.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,224 | $2,686+94.5% | $3,497+49.4% | $3,203+63.1% |
| Admin fee / account holder | $779 | $4,393-82.3% | $5,481-85.8% | $4,296-81.9% |