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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 | $22,104 | $85,766-74.2% | $136,298-83.8% | $70,126-68.5% |
| Participation rate | 40.5% | 74.2%-33.6pp | 81.9%-41.4pp | 69.5%-29.0pp |
| Annual return | 223.46% | 31.46%+192.0pp | 5156.27%-4932.8pp | 73.15%+150.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,923 | $5,051-2.5% | $6,247-21.2% | $3,332+47.8% |
| Admin fee / account holder | $1,389 | $5,421-74.4% | $9,244-85.0% | $4,645-70.1% |