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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 | $11,901 | $85,171-86.0% | $172,752-93.1% | $72,975-83.7% |
| Participation rate | 20.5% | 70.1%-49.6pp | 82.6%-62.2pp | 69.5%-49.0pp |
| Annual return | 23.48% | 27.32%-3.8pp | 802.97%-779.5pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $906 | $3,260-72.2% | $5,198-82.6% | $3,608-74.9% |
| Admin fee / account holder | $518 | $5,880-91.2% | $13,955-96.3% | $5,124-89.9% |