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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 | $18,204 | $45,566-60.0% | $64,105-71.6% | $59,633-69.5% |
| Participation rate | 33.3% | 60.2%-26.8pp | 68.2%-34.8pp | 68.7%-35.3pp |
| Annual return | 3.21% | 4.95%-1.7pp | 791.24%-788.0pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $14 | $934-98.5% | $1,820-99.3% | $2,203-99.4% |
| Participant deferral / active EE | $1,254 | $2,057-39.0% | $2,822-55.6% | $3,192-60.7% |
| Admin fee / account holder | $1,052 | $3,268-67.8% | $4,499-76.6% | $4,297-75.5% |