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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 | $23,462 | $91,536-74.4% | $130,062-82.0% | $75,177-68.8% |
| Participation rate | 62.5% | 71.5%-9.0pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 16.34% | -631.62%+648.0pp | -137.37%+153.7pp | 160.75%-144.4pp |
| Employer contribution / active EE | $250 | $2,845-91.2% | $4,322-94.2% | $2,671-90.6% |
| Participant deferral / active EE | $2,318 | $4,343-46.6% | $5,821-60.2% | $4,126-43.8% |
| Admin fee / account holder | $11,520 | $6,780+69.9% | $10,601+8.7% | $5,651+103.9% |