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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 | $14,663 | $69,708-79.0% | $67,560-78.3% | $74,478-80.3% |
| Participation rate | 49.3% | 71.4%-22.2pp | 72.9%-23.7pp | 67.2%-17.9pp |
| Annual return | 28.72% | -40.67%+69.4pp | 3533.50%-3504.8pp | 1370.56%-1341.8pp |
| Employer contribution / active EE | $520 | $2,715-80.9% | $2,737-81.0% | $2,626-80.2% |
| Participant deferral / active EE | $2,909 | $3,637-20.0% | $4,004-27.4% | $4,350-33.1% |
| Admin fee / account holder | $1,173 | $887+32.2% | $3,994-70.6% | $1,946-39.7% |