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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 | $12,295 | $99,079-87.6% | $78,002-84.2% | $273,972-95.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 4.11% | 217.93%-213.8pp | 425.99%-421.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $382 | $3,308-88.5% | $2,470-84.5% | $4,869-92.2% |
| Participant deferral / active EE | $1,892 | $4,306-56.1% | $3,497-45.9% | $5,287-64.2% |
| Admin fee / account holder | $3,024 | $8,954-66.2% | $5,481-44.8% | $10,133-70.2% |