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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 | $9,413 | $65,575-85.6% | $86,209-89.1% | $75,181-87.5% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.7pp | 67.2%-24.9pp |
| Annual return | 60.22% | 46.07%+14.2pp | 1169.05%-1108.8pp | 160.69%-100.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,596 | $3,023-47.2% | $3,986-60.0% | $4,126-61.3% |
| Admin fee / account holder | $832 | $5,470-84.8% | $6,853-87.9% | $5,650-85.3% |