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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 | $13,291 | $58,726-77.4% | $142,898-90.7% | $85,847-84.5% |
| Participation rate | 21.7% | 58.5%-36.7pp | 72.0%-50.2pp | 69.3%-47.6pp |
| Annual return | 42.49% | 27.73%+14.8pp | 5639.64%-5597.1pp | 318.61%-276.1pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,618 | $2,609-38.0% | $3,838-57.8% | $3,952-59.1% |
| Admin fee / account holder | $2,512 | $4,234-40.7% | $6,560-61.7% | $6,261-59.9% |