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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 | $17,961 | $106,524-83.1% | $152,301-88.2% | $87,485-79.5% |
| Participation rate | 9.5% | 75.8%-66.2pp | 82.4%-72.9pp | 68.9%-59.4pp |
| Annual return | 14.37% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $495 | $3,371-85.3% | $4,624-89.3% | $2,596-80.9% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,183 | $8,287-85.7% | $14,398-91.8% | $7,775-84.8% |