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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 | $11,637 | $45,152-74.2% | $73,836-84.2% | $59,633-80.5% |
| Participation rate | 33.3% | 64.0%-30.7pp | 73.4%-40.1pp | 68.7%-35.3pp |
| Annual return | 30.32% | 27.40%+2.9pp | 2268.06%-2237.7pp | 2041.45%-2011.1pp |
| Employer contribution / active EE | $169 | $1,901-91.1% | $2,787-93.9% | $2,203-92.3% |
| Participant deferral / active EE | $1,158 | $2,573-55.0% | $3,583-67.7% | $3,192-63.7% |
| Admin fee / account holder | $2,023 | $3,515-42.5% | $4,882-58.6% | $4,297-52.9% |