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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 | $20,915 | $54,380-61.5% | $68,509-69.5% | $59,633-64.9% |
| Participation rate | 66.7% | 70.2%-3.5pp | 74.7%-8.1pp | 68.7%-2.0pp |
| Annual return | 420.98% | 2.83%+418.1pp | 8.27%+412.7pp | 2041.40%-1620.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,122 | $2,643+207.3% | $3,382+140.1% | $3,192+154.5% |
| Admin fee / account holder | $428 | $3,885-89.0% | $5,275-91.9% | $4,297-90.0% |