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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 | $12,932 | $102,385-87.4% | $147,080-91.2% | $80,935-84.0% |
| Participation rate | 22.6% | 75.9%-53.3pp | 82.2%-59.6pp | 67.7%-45.1pp |
| Annual return | 15.15% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,853 | $6,651-27.0% | $8,066-39.8% | $4,299+12.9% |
| Admin fee / account holder | $2,634 | $7,951-66.9% | $12,989-79.7% | $6,924-62.0% |