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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 | $12,824 | $101,063-87.3% | $81,473-84.3% | $147,585-91.3% |
| Participation rate | 38.9% | 74.5%-35.6pp | 68.0%-29.1pp | 82.8%-43.9pp |
| Annual return | 13.92% | 32.41%-18.5pp | 38.78%-24.9pp | 578.58%-564.7pp |
| Employer contribution / active EE | $56 | $3,206-98.3% | $2,568-97.8% | $4,876-98.9% |
| Participant deferral / active EE | $2,414 | $4,242-43.1% | $3,537-31.8% | $5,439-55.6% |
| Admin fee / account holder | $627 | $5,812-89.2% | $4,561-86.2% | $10,886-94.2% |