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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 | $12,676 | $47,163-73.1% | $149,696-91.5% | $74,460-83.0% |
| Participation rate | 14.5% | 63.4%-48.9pp | 78.8%-64.3pp | 70.7%-56.3pp |
| Annual return | 50.97% | 22.75%+28.2pp | 134.46%-83.5pp | 34.38%+16.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $982 | $2,730-64.0% | $5,682-82.7% | $4,530-78.3% |
| Admin fee / account holder | $4,332 | $343+1163.3% | $13,212-67.2% | $348+1145.7% |