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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 | $6,934 | $52,961-86.9% | $172,752-96.0% | $65,185-89.4% |
| Participation rate | 25.8% | 66.2%-40.4pp | 82.6%-56.8pp | 70.2%-44.4pp |
| Annual return | 53.77% | 30.12%+23.6pp | 802.97%-749.2pp | 29.38%+24.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,496 | $2,471-39.5% | $5,198-71.2% | $3,514-57.4% |
| Admin fee / account holder | $1,022 | $472+116.6% | $13,955-92.7% | $847+20.7% |