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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 | $12,507 | $58,927-78.8% | $76,823-83.7% | $72,983-82.9% |
| Participation rate | 18.6% | 67.3%-48.7pp | 72.1%-53.5pp | 69.5%-50.9pp |
| Annual return | 18.65% | 2305.64%-2287.0pp | 1166.42%-1147.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,395 | $2,690-48.1% | $3,336-58.2% | $3,608-61.3% |
| Admin fee / account holder | $929 | $4,013-76.8% | $6,422-85.5% | $5,124-81.9% |