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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 | $19,193 | $85,766-77.6% | $136,297-85.9% | $70,124-72.6% |
| Participation rate | 57.6% | 74.2%-16.5pp | 81.9%-24.3pp | 69.5%-11.9pp |
| Annual return | 24.91% | 31.45%-6.5pp | 5156.19%-5131.3pp | 73.14%-48.2pp |
| Employer contribution / active EE | $338 | $2,966-88.6% | $4,696-92.8% | $2,342-85.6% |
| Participant deferral / active EE | $3,490 | $5,051-30.9% | $6,247-44.1% | $3,332+4.7% |
| Admin fee / account holder | $791 | $5,420-85.4% | $9,244-91.4% | $4,645-83.0% |