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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 | $19,145 | $56,171-65.9% | $108,745-82.4% | $55,167-65.3% |
| Participation rate | 37.6% | 70.7%-33.1pp | 77.7%-40.1pp | 69.0%-31.4pp |
| Annual return | 7.54% | 214.86%-207.3pp | 46.22%-38.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $373 | $2,153-82.7% | $3,323-88.8% | $1,963-81.0% |
| Participant deferral / active EE | $2,138 | $3,437-37.8% | $5,121-58.2% | $3,054-30.0% |
| Admin fee / account holder | $1,800 | $302+496.7% | $6,144-70.7% | $504+257.2% |