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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 | $13,470 | $75,832-82.2% | $147,617-90.9% | $59,633-77.4% |
| Participation rate | 18.8% | 71.6%-52.8pp | 84.6%-65.9pp | 68.7%-49.9pp |
| Annual return | 15.03% | 0.37%+14.7pp | 61.98%-46.9pp | 2041.45%-2026.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,398 | $3,131-55.4% | $4,895-71.4% | $3,192-56.2% |
| Admin fee / account holder | $2,130 | $5,986-64.4% | $11,612-81.7% | $4,297-50.4% |