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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 | $59,402-69.8% | $93,654-80.9% | $74,546-76.0% |
| Participation rate | 23.3% | 59.7%-36.4pp | 68.7%-45.4pp | 67.2%-43.9pp |
| Annual return | 27.67% | 81.86%-54.2pp | 133.34%-105.7pp | 1366.03%-1338.4pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,765 | $3,049-42.1% | $4,413-60.0% | $4,347-59.4% |
| Admin fee / account holder | $11,488 | $3,023+280.1% | $8,282+38.7% | $1,944+491.1% |