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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 | $9,962 | $95,406-89.6% | $185,849-94.6% | $85,847-88.4% |
| Participation rate | 46.3% | 68.8%-22.5pp | 81.7%-35.4pp | 69.3%-23.1pp |
| Annual return | 14.66% | 23.59%-8.9pp | 122.10%-107.4pp | 318.61%-303.9pp |
| Employer contribution / active EE | $288 | $3,314-91.3% | $5,169-94.4% | $2,565-88.8% |
| Participant deferral / active EE | $1,633 | $3,424-52.3% | $5,569-70.7% | $3,952-58.7% |
| Admin fee / account holder | $1,715 | $7,214-76.2% | $16,244-89.4% | $6,261-72.6% |