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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 | $29,392 | $100,060-70.6% | $149,721-80.4% | $70,126-58.1% |
| Participation rate | 68.6% | 83.6%-15.0pp | 87.1%-18.5pp | 69.5%-1.0pp |
| Annual return | 18.78% | 27.46%-8.7pp | 1501.67%-1482.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $986 | $3,661-73.1% | $5,444-81.9% | $2,343-57.9% |
| Participant deferral / active EE | $3,141 | $4,982-37.0% | $6,568-52.2% | $3,332-5.7% |
| Admin fee / account holder | $9,110 | $8,285+10.0% | $11,282-19.3% | $4,645+96.1% |