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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 | $14,568 | $67,411-78.4% | $91,004-84.0% | $70,126-79.2% |
| Participation rate | 59.3% | 71.4%-12.1pp | 75.6%-16.3pp | 69.5%-10.3pp |
| Annual return | 419.16% | -40.16%+459.3pp | 4.60%+414.6pp | 73.15%+346.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,098 | $2,823+9.7% | $3,548-12.7% | $3,332-7.0% |
| Admin fee / account holder | $572 | $4,236-86.5% | $5,417-89.4% | $4,645-87.7% |