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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 | $5,468 | $85,024-93.6% | $70,544-92.2% | $139,466-96.1% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 50.67% | 30.39%+20.3pp | 32.79%+17.9pp | 373.66%-323.0pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,596 | $5,891+79.9% | $4,568+131.9% | $6,712+57.9% |
| Admin fee / account holder | $2,204 | $8,928-75.3% | $6,427-65.7% | $11,409-80.7% |