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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 | $14,457 | $44,425-67.5% | $67,834-78.7% | $55,167-73.8% |
| Participation rate | 63.8% | 59.7%+4.1pp | 68.8%-5.0pp | 69.0%-5.2pp |
| Annual return | 37.13% | 17.80%+19.3pp | 138.47%-101.3pp | 169.23%-132.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,465 | $2,166+106.2% | $3,160+41.3% | $3,054+46.2% |
| Admin fee / account holder | $1,752 | $530+230.4% | $4,622-62.1% | $504+247.7% |