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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 | $10,996 | $85,766-87.2% | $136,298-91.9% | $70,126-84.3% |
| Participation rate | 29.6% | 74.2%-44.5pp | 81.9%-52.3pp | 69.5%-39.9pp |
| Annual return | 25.16% | 31.46%-6.3pp | 5156.27%-5131.1pp | 73.15%-48.0pp |
| Employer contribution / active EE | $7 | $2,966-99.8% | $4,696-99.8% | $2,343-99.7% |
| Participant deferral / active EE | $2,947 | $5,051-41.7% | $6,247-52.8% | $3,332-11.6% |
| Admin fee / account holder | $2,077 | $5,421-61.7% | $9,244-77.5% | $4,645-55.3% |