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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 | $11,184 | $55,437-79.8% | $155,534-92.8% | $74,459-85.0% |
| Participation rate | 50.8% | 61.9%-11.1pp | 78.2%-27.4pp | 67.2%-16.4pp |
| Annual return | 36.68% | 269.58%-232.9pp | 64.92%-28.2pp | 1369.70%-1333.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,301 | $2,837-18.9% | $5,630-59.1% | $4,350-47.1% |
| Admin fee / account holder | $473 | $1,742-72.9% | $15,900-97.0% | $1,945-75.7% |