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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 | $15,051 | $45,566-67.0% | $64,105-76.5% | $59,633-74.8% |
| Participation rate | 53.2% | 60.2%-7.0pp | 68.2%-15.0pp | 68.7%-15.5pp |
| Annual return | 7.10% | 4.95%+2.2pp | 791.24%-784.1pp | 2041.40%-2034.3pp |
| Employer contribution / active EE | $8 | $934-99.2% | $1,820-99.6% | $2,203-99.7% |
| Participant deferral / active EE | $1,896 | $2,057-7.8% | $2,822-32.8% | $3,192-40.6% |
| Admin fee / account holder | $1,237 | $3,268-62.2% | $4,499-72.5% | $4,297-71.2% |