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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 | $11,898 | $117,829-89.9% | $102,423-88.4% | $145,877-91.8% |
| Participation rate | 41.7% | 78.6%-36.9pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 83.31% | 31.83%+51.5pp | 29.42%+53.9pp | 551.28%-468.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,608 | $5,732-37.1% | $5,054-28.6% | $6,691-46.1% |
| Admin fee / account holder | $44,930 | $13,335+236.9% | $9,455+375.2% | $13,402+235.2% |