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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 | $17,917 | $59,448-69.9% | $93,696-80.9% | $74,459-75.9% |
| Participation rate | 23.3% | 59.6%-36.3pp | 68.7%-45.4pp | 67.2%-43.9pp |
| Annual return | 27.67% | 82.11%-54.4pp | 133.74%-106.1pp | 1369.70%-1342.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,765 | $3,052-42.1% | $4,417-60.0% | $4,350-59.4% |
| Admin fee / account holder | $11,488 | $3,027+279.5% | $8,287+38.6% | $1,945+490.7% |