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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 | $13,591 | $68,412-80.1% | $94,679-85.6% | $75,181-81.9% |
| Participation rate | 64.9% | 76.1%-11.2pp | 80.8%-16.0pp | 67.2%-2.3pp |
| Annual return | 22.41% | 616.91%-594.5pp | 156.75%-134.3pp | 160.69%-138.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,588 | $6,537-14.5% | $7,417-24.7% | $4,126+35.4% |
| Admin fee / account holder | $2,426 | $5,326-54.4% | $7,233-66.5% | $5,650-57.1% |