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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 | $12,557 | $52,507-76.1% | $129,406-90.3% | $74,478-83.1% |
| Participation rate | 45.7% | 53.9%-8.2pp | 69.6%-24.0pp | 67.2%-21.6pp |
| Annual return | 14.29% | 15.64%-1.4pp | 9468.18%-9453.9pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $225 | $1,534-85.3% | $4,155-94.6% | $2,626-91.4% |
| Participant deferral / active EE | $985 | $2,801-64.8% | $4,167-76.4% | $4,350-77.3% |
| Admin fee / account holder | $1,034 | $2,639-60.8% | $7,689-86.5% | $1,946-46.8% |