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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 | $10,467 | $53,128-80.3% | $86,582-87.9% | $70,126-85.1% |
| Participation rate | 28.2% | 65.3%-37.1pp | 73.5%-45.3pp | 69.5%-41.3pp |
| Annual return | 14.98% | 27.66%-12.7pp | 965.08%-950.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $72 | $2,068-96.5% | $2,839-97.5% | $2,343-96.9% |
| Participant deferral / active EE | $903 | $2,695-66.5% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $34,325 | $3,584+857.8% | $4,904+599.9% | $4,645+638.9% |