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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 | $13,643 | $154,159-91.2% | $130,026-89.5% | $139,456-90.2% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.5%-37.3pp | 80.3%-39.2pp |
| Annual return | 24.16% | 32.50%-8.3pp | -137.26%+161.4pp | 373.45%-349.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,308 | $6,710-65.6% | $5,821-60.3% | $6,711-65.6% |
| Admin fee / account holder | $646 | $14,001-95.4% | $10,608-93.9% | $11,407-94.3% |