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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 | $22,000 | $80,781-72.8% | $102,437-78.5% | $74,478-70.5% |
| Participation rate | 31.5% | 65.7%-34.2pp | 74.5%-43.0pp | 67.2%-35.7pp |
| Annual return | 13.50% | 27.58%-14.1pp | 24.95%-11.5pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $288 | $3,160-90.9% | $3,871-92.6% | $2,626-89.1% |
| Participant deferral / active EE | $1,689 | $3,862-56.3% | $5,060-66.6% | $4,350-61.2% |
| Admin fee / account holder | $2,125 | $2,372-10.4% | $8,388-74.7% | $1,946+9.2% |