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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 | $18,280 | $54,717-66.6% | $86,216-78.8% | $71,511-74.4% |
| Participation rate | 24.1% | 60.1%-36.0pp | 69.0%-44.9pp | 67.9%-43.9pp |
| Annual return | 17.56% | 20.07%-2.5pp | 1169.42%-1151.9pp | 28.86%-11.3pp |
| Employer contribution / active EE | $33 | $1,267-97.4% | $2,382-98.6% | $2,589-98.7% |
| Participant deferral / active EE | $1,539 | $3,110-50.5% | $3,986-61.4% | $4,291-64.1% |
| Admin fee / account holder | $2,808 | $1,922+46.1% | $6,853-59.0% | $1,588+76.8% |