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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 | $7,118 | $41,150-82.7% | $80,607-91.2% | $71,495-90.0% |
| Participation rate | 21.3% | 50.3%-29.0pp | 67.0%-45.7pp | 67.9%-46.7pp |
| Annual return | 19.52% | 38.48%-19.0pp | 936.11%-916.6pp | 28.85%-9.3pp |
| Employer contribution / active EE | $138 | $1,515-90.9% | $2,724-94.9% | $2,589-94.7% |
| Participant deferral / active EE | $628 | $2,701-76.8% | $4,448-85.9% | $4,291-85.4% |
| Admin fee / account holder | $3,979 | $1,841+116.1% | $5,379-26.0% | $1,588+150.6% |