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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 | $15,699 | $52,507-70.1% | $129,406-87.9% | $74,478-78.9% |
| Participation rate | 21.8% | 53.9%-32.1pp | 69.6%-47.9pp | 67.2%-45.4pp |
| Annual return | 12.03% | 15.64%-3.6pp | 9468.18%-9456.1pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $307 | $1,534-80.0% | $4,155-92.6% | $2,626-88.3% |
| Participant deferral / active EE | $1,048 | $2,801-62.6% | $4,167-74.9% | $4,350-75.9% |
| Admin fee / account holder | $5,987 | $2,639+126.9% | $7,689-22.1% | $1,946+207.7% |