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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 | $23,241 | $102,385-77.3% | $147,080-84.2% | $80,935-71.3% |
| Participation rate | 43.2% | 75.9%-32.7pp | 82.2%-39.0pp | 67.7%-24.5pp |
| Annual return | 13.08% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $409 | $3,717-89.0% | $4,933-91.7% | $2,757-85.2% |
| Participant deferral / active EE | $3,260 | $6,651-51.0% | $8,066-59.6% | $4,299-24.2% |
| Admin fee / account holder | $1,692 | $7,951-78.7% | $12,989-87.0% | $6,924-75.6% |