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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 | $13,200 | $52,450-74.8% | $129,384-89.8% | $74,459-82.3% |
| Participation rate | 37.7% | 53.8%-16.1pp | 69.6%-31.9pp | 67.2%-29.5pp |
| Annual return | 12.02% | 15.65%-3.6pp | 9461.77%-9449.8pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $299 | $1,532-80.5% | $4,153-92.8% | $2,626-88.6% |
| Participant deferral / active EE | $1,046 | $2,797-62.6% | $4,166-74.9% | $4,350-76.0% |
| Admin fee / account holder | $674 | $2,636-74.4% | $7,686-91.2% | $1,945-65.3% |