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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 | $17,681 | $142,430-87.6% | $115,170-84.6% | $152,897-88.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 91.97% | 41.48%+50.5pp | 35.60%+56.4pp | 345.43%-253.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,711 | $5,165-8.8% | $4,169+13.0% | $5,851-19.5% |
| Admin fee / account holder | $3,679 | $8,464-56.5% | $7,089-48.1% | $11,599-68.3% |