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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 | $39,061 | $137,414-71.6% | $189,520-79.4% | $85,856-54.5% |
| Participation rate | 39.4% | 84.6%-45.2pp | 87.8%-48.4pp | 69.3%-29.9pp |
| Annual return | 20.65% | 38.14%-17.5pp | 555.25%-534.6pp | 318.58%-297.9pp |
| Employer contribution / active EE | $1,045 | $4,344-76.0% | $6,161-83.0% | $2,565-59.3% |
| Participant deferral / active EE | $3,336 | $6,260-46.7% | $8,220-59.4% | $3,952-15.6% |
| Admin fee / account holder | $1,060 | $8,630-87.7% | $12,046-91.2% | $6,261-83.1% |