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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 | $12,143 | $55,470-78.1% | $155,556-92.2% | $74,478-83.7% |
| Participation rate | 23.5% | 61.9%-38.4pp | 78.2%-54.7pp | 67.2%-43.7pp |
| Annual return | 14.04% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $83 | $2,267-96.3% | $4,675-98.2% | $2,626-96.8% |
| Participant deferral / active EE | $1,405 | $2,838-50.5% | $5,631-75.0% | $4,350-67.7% |
| Admin fee / account holder | $7,292 | $1,744+318.1% | $15,885-54.1% | $1,946+274.8% |