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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 | $15,789 | $69,774-77.4% | $67,561-76.6% | $74,429-78.8% |
| Participation rate | 56.6% | 71.4%-14.7pp | 72.9%-16.3pp | 67.2%-10.6pp |
| Annual return | 14.89% | -40.53%+55.4pp | 3525.44%-3510.5pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,525 | $3,636-58.1% | $4,003-61.9% | $4,348-64.9% |
| Admin fee / account holder | $1,017 | $890+14.3% | $4,006-74.6% | $1,944-47.7% |