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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 | $12,587 | $54,717-77.0% | $86,216-85.4% | $71,511-82.4% |
| Participation rate | 37.1% | 60.1%-23.0pp | 69.0%-31.9pp | 67.9%-30.9pp |
| Annual return | 36.41% | 20.07%+16.3pp | 1169.42%-1133.0pp | 28.86%+7.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,451 | $3,110+11.0% | $3,986-13.4% | $4,291-19.6% |
| Admin fee / account holder | $887 | $1,922-53.9% | $6,853-87.1% | $1,588-44.2% |