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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 | $11,160 | $55,470-79.9% | $155,556-92.8% | $74,478-85.0% |
| Participation rate | 27.0% | 61.9%-34.9pp | 78.2%-51.2pp | 67.2%-40.2pp |
| Annual return | 23.46% | 269.80%-246.3pp | 64.84%-41.4pp | 1370.56%-1347.1pp |
| Employer contribution / active EE | $349 | $2,267-84.6% | $4,675-92.5% | $2,626-86.7% |
| Participant deferral / active EE | $1,007 | $2,838-64.5% | $5,631-82.1% | $4,350-76.9% |
| Admin fee / account holder | $1,390 | $1,744-20.3% | $15,885-91.3% | $1,946-28.6% |