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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 | $15,737 | $100,041-84.3% | $149,718-89.5% | $70,131-77.6% |
| Participation rate | 36.0% | 83.6%-47.6pp | 87.1%-51.1pp | 69.5%-33.5pp |
| Annual return | 52.55% | 27.43%+25.1pp | 1501.70%-1449.2pp | 73.14%-20.6pp |
| Employer contribution / active EE | $555 | $3,662-84.8% | $5,444-89.8% | $2,342-76.3% |
| Participant deferral / active EE | $2,336 | $4,983-53.1% | $6,568-64.4% | $3,332-29.9% |
| Admin fee / account holder | $878 | $8,286-89.4% | $11,283-92.2% | $4,645-81.1% |