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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 | $3,975 | $157,296-97.5% | $141,191-97.2% | $152,897-97.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 65.46% | 64.34%+1.1pp | 71.41%-5.9pp | 345.43%-280.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,850 | $7,111-31.8% | $6,710-27.7% | $5,851-17.1% |
| Admin fee / account holder | $3,714 | $12,125-69.4% | $10,264-63.8% | $11,599-68.0% |