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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 | $8,997 | $99,652-91.0% | $78,778-88.6% | $147,586-93.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 17.47% | 47.28%-29.8pp | 35.62%-18.1pp | 578.59%-561.1pp |
| Employer contribution / active EE | $106 | $2,796-96.2% | $1,986-94.7% | $4,876-97.8% |
| Participant deferral / active EE | $1,106 | $3,664-69.8% | $2,958-62.6% | $5,439-79.7% |
| Admin fee / account holder | $3,750 | $7,155-47.6% | $5,134-27.0% | $10,886-65.6% |