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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 | $8,527 | $55,470-84.6% | $155,556-94.5% | $74,478-88.6% |
| Participation rate | 32.6% | 61.9%-29.3pp | 78.2%-45.6pp | 67.2%-34.6pp |
| Annual return | 24.57% | 269.80%-245.2pp | 64.84%-40.3pp | 1370.56%-1346.0pp |
| Employer contribution / active EE | $155 | $2,267-93.2% | $4,675-96.7% | $2,626-94.1% |
| Participant deferral / active EE | $1,283 | $2,838-54.8% | $5,631-77.2% | $4,350-70.5% |
| Admin fee / account holder | $300 | $1,744-82.8% | $15,885-98.1% | $1,946-84.6% |