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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 | $10,813 | $102,547-89.5% | $78,210-86.2% | $147,586-92.7% |
| Participation rate | 21.7% | 74.4%-52.7pp | 68.7%-47.0pp | 82.8%-61.1pp |
| Annual return | 14.57% | 51.08%-36.5pp | 40.90%-26.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $739 | $3,481-78.8% | $2,823-73.8% | $5,439-86.4% |
| Admin fee / account holder | $1,565 | $5,059-69.1% | $3,758-58.4% | $10,886-85.6% |