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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 | $69,774-79.0% | $67,561-78.3% | $74,429-80.3% |
| Participation rate | 49.3% | 71.4%-22.1pp | 72.9%-23.6pp | 67.2%-17.9pp |
| Annual return | 28.72% | -40.53%+69.3pp | 3525.44%-3496.7pp | 1368.38%-1339.7pp |
| Employer contribution / active EE | $520 | $2,710-80.8% | $2,735-81.0% | $2,625-80.2% |
| Participant deferral / active EE | $2,909 | $3,636-20.0% | $4,003-27.3% | $4,348-33.1% |
| Admin fee / account holder | $1,173 | $890+31.8% | $4,006-70.7% | $1,944-39.7% |