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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 | $12,914 | $73,988-82.5% | $96,538-86.6% | $75,177-82.8% |
| Participation rate | 20.0% | 66.4%-46.4pp | 74.3%-54.3pp | 67.2%-47.2pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $656 | $2,930-77.6% | $3,740-82.5% | $2,671-75.5% |
| Participant deferral / active EE | $1,869 | $3,660-48.9% | $4,880-61.7% | $4,126-54.7% |
| Admin fee / account holder | $318 | $5,220-93.9% | $6,737-95.3% | $5,651-94.4% |