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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 | $23,089 | $180,459-87.2% | $154,108-85.0% | $135,380-82.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.50% | 888.21%-887.7pp | 735.21%-734.7pp | 519.81%-519.3pp |
| Employer contribution / active EE | $1,015 | $6,035-83.2% | $5,298-80.8% | $4,779-78.8% |
| Participant deferral / active EE | $4,083 | $5,806-29.7% | $5,081-19.6% | $5,609-27.2% |
| Admin fee / account holder | $48,732 | $16,145+201.8% | $13,411+263.4% | $10,828+350.1% |