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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 | $16,732 | $80,753-79.3% | $136,297-87.7% | $62,293-73.1% |
| Participation rate | 36.0% | 73.5%-37.5pp | 81.9%-45.9pp | 69.5%-33.5pp |
| Annual return | 40.99% | 35.83%+5.2pp | 5156.19%-5115.2pp | 28.90%+12.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,135 | $5,164-19.9% | $6,247-33.8% | $3,169+30.5% |
| Admin fee / account holder | $4,147 | $525+689.4% | $9,244-55.1% | $479+765.2% |