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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 | $11,870 | $45,109-73.7% | $85,187-86.1% | $77,736-84.7% |
| Participation rate | 7.5% | 48.7%-41.1pp | 67.5%-60.0pp | 70.6%-63.1pp |
| Annual return | 12.29% | 79.55%-67.3pp | 66.67%-54.4pp | 31.26%-19.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $600 | $2,814-78.7% | $4,525-86.7% | $4,651-87.1% |
| Admin fee / account holder | $625 | $915-31.6% | $6,162-89.8% | $433+44.3% |