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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 | $12,633 | $85,766-85.3% | $136,298-90.7% | $70,126-82.0% |
| Participation rate | 37.9% | 74.2%-36.2pp | 81.9%-44.0pp | 69.5%-31.6pp |
| Annual return | 36.81% | 31.46%+5.4pp | 5156.27%-5119.5pp | 73.15%-36.3pp |
| Employer contribution / active EE | $216 | $2,966-92.7% | $4,696-95.4% | $2,343-90.8% |
| Participant deferral / active EE | $2,324 | $5,051-54.0% | $6,247-62.8% | $3,332-30.2% |
| Admin fee / account holder | $800 | $5,421-85.2% | $9,244-91.3% | $4,645-82.8% |