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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 | $13,558 | $118,877-88.6% | $96,570-86.0% | $167,536-91.9% |
| Participation rate | 30.8% | 75.5%-44.7pp | 69.8%-39.1pp | 82.1%-51.3pp |
| Annual return | 26.72% | 50.50%-23.8pp | 37.79%-11.1pp | 478.82%-452.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,250 | $4,617-7.9% | $3,849+10.4% | $6,342-33.0% |
| Admin fee / account holder | $416 | $8,069-94.8% | $6,182-93.3% | $12,315-96.6% |