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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 | $13,153 | $55,423-76.3% | $155,602-91.5% | $74,400-82.3% |
| Participation rate | 37.4% | 61.9%-24.5pp | 78.2%-40.8pp | 67.2%-29.8pp |
| Annual return | 11.96% | 269.07%-257.1pp | 64.81%-52.9pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $244 | $2,266-89.3% | $4,675-94.8% | $2,624-90.7% |
| Participant deferral / active EE | $1,519 | $2,835-46.4% | $5,629-73.0% | $4,348-65.1% |
| Admin fee / account holder | $2,111 | $1,744+21.0% | $15,923-86.7% | $1,944+8.6% |