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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 | $27,068 | $91,474-70.4% | $135,982-80.1% | $71,529-62.2% |
| Participation rate | 23.0% | 75.7%-52.7pp | 81.9%-58.9pp | 67.9%-45.0pp |
| Annual return | 17.99% | 29.89%-11.9pp | 68.32%-50.3pp | 28.97%-11.0pp |
| Employer contribution / active EE | $6 | $3,705-99.8% | $4,859-99.9% | $2,590-99.8% |
| Participant deferral / active EE | $4,111 | $7,095-42.1% | $7,760-47.0% | $4,291-4.2% |
| Admin fee / account holder | $3,437 | $1,267+171.2% | $10,767-68.1% | $1,588+116.4% |