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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 | $12,880 | $100,901-87.2% | $75,501-82.9% | $147,586-91.3% |
| Participation rate | 45.0% | 77.1%-32.1pp | 72.4%-27.4pp | 82.8%-37.8pp |
| Annual return | 7.84% | 35.78%-27.9pp | 27.35%-19.5pp | 578.59%-570.8pp |
| Employer contribution / active EE | $50 | $3,253-98.5% | $2,352-97.9% | $4,876-99.0% |
| Participant deferral / active EE | $1,212 | $4,027-69.9% | $3,142-61.4% | $5,439-77.7% |
| Admin fee / account holder | $14,677 | $11,285+30.1% | $5,801+153.0% | $10,886+34.8% |