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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 | $16,004 | $147,556-89.2% | $129,031-87.6% | $198,609-91.9% |
| Participation rate | 33.3% | 77.2%-43.9pp | 73.4%-40.0pp | 82.4%-49.0pp |
| Annual return | 457.50% | 37.41%+420.1pp | 34.67%+422.8pp | 202.70%+254.8pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,882 | $5,760-50.0% | $5,217-44.8% | $6,977-58.7% |
| Admin fee / account holder | $300 | $15,467-98.1% | $13,208-97.7% | $19,030-98.4% |