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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 | $10,275 | $48,576-78.8% | $169,452-93.9% | $56,287-81.7% |
| Participation rate | 48.3% | 65.8%-17.5pp | 77.8%-29.5pp | 69.9%-21.6pp |
| Annual return | 229.66% | -2.51%+232.2pp | 1.83%+227.8pp | -9.96%+239.6pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,375 | $3,275-27.5% | $5,277-55.0% | $3,350-29.1% |
| Admin fee / account holder | $335 | $435-22.9% | $9,110-96.3% | $521-35.6% |