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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 | $80,748-72.8% | $102,383-78.5% | $74,429-70.4% |
| Participation rate | 31.5% | 65.7%-34.2pp | 74.5%-43.0pp | 67.2%-35.7pp |
| Annual return | 13.50% | 27.57%-14.1pp | 24.94%-11.4pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $288 | $3,159-90.9% | $3,870-92.6% | $2,625-89.0% |
| Participant deferral / active EE | $1,689 | $3,861-56.3% | $5,060-66.6% | $4,348-61.2% |
| Admin fee / account holder | $2,125 | $2,371-10.4% | $8,391-74.7% | $1,944+9.3% |