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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 | $23,401 | $98,760-76.3% | $149,715-84.4% | $79,858-70.7% |
| Participation rate | 20.4% | 75.8%-55.4pp | 82.5%-62.1pp | 69.6%-49.3pp |
| Annual return | 15.38% | 27.43%-12.0pp | 276.66%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $6 | $3,217-99.8% | $4,645-99.9% | $2,471-99.7% |
| Participant deferral / active EE | $3,301 | $5,681-41.9% | $6,842-51.7% | $3,740-11.7% |
| Admin fee / account holder | $10,688 | $6,053+76.6% | $9,310+14.8% | $5,306+101.4% |