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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 | $12,487 | $95,406-86.9% | $185,849-93.3% | $85,847-85.5% |
| Participation rate | 41.7% | 68.8%-27.1pp | 81.7%-40.0pp | 69.3%-27.7pp |
| Annual return | 12.62% | 23.59%-11.0pp | 122.10%-109.5pp | 318.61%-306.0pp |
| Employer contribution / active EE | $194 | $3,314-94.1% | $5,169-96.2% | $2,565-92.4% |
| Participant deferral / active EE | $1,097 | $3,424-67.9% | $5,569-80.3% | $3,952-72.2% |
| Admin fee / account holder | $888 | $7,214-87.7% | $16,244-94.5% | $6,261-85.8% |