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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 | $16,716 | $85,766-80.5% | $136,298-87.7% | $70,126-76.2% |
| Participation rate | 46.0% | 74.2%-28.1pp | 81.9%-35.9pp | 69.5%-23.5pp |
| Annual return | 39.46% | 31.46%+8.0pp | 5156.27%-5116.8pp | 73.15%-33.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,950 | $5,051-21.8% | $6,247-36.8% | $3,332+18.5% |
| Admin fee / account holder | $2,454 | $5,421-54.7% | $9,244-73.5% | $4,645-47.2% |