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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 | $18,367 | $54,380-66.2% | $68,509-73.2% | $59,633-69.2% |
| Participation rate | 56.3% | 70.2%-13.9pp | 74.7%-18.5pp | 68.7%-12.4pp |
| Annual return | 1.35% | 2.83%-1.5pp | 8.27%-6.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $25 | $1,539-98.4% | $2,278-98.9% | $2,203-98.9% |
| Participant deferral / active EE | $1,965 | $2,643-25.7% | $3,382-41.9% | $3,192-38.4% |
| Admin fee / account holder | $21,968 | $3,885+465.4% | $5,275+316.5% | $4,297+411.2% |