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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 | $13,695 | $755,339-98.2% | $379,746-96.4% | $158,950-91.4% |
| Participation rate | 57.1% | 81.8%-24.6pp | 78.4%-21.3pp | 82.0%-24.8pp |
| Annual return | 87.02% | 53.41%+33.6pp | 34.90%+52.1pp | 302.91%-215.9pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,695 | $7,938-53.5% | $6,024-38.7% | $5,983-38.2% |
| Admin fee / account holder | $902 | $14,482-93.8% | $7,927-88.6% | $11,248-92.0% |