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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 | $15,222 | $59,456-74.4% | $93,669-83.7% | $74,429-79.5% |
| Participation rate | 24.5% | 59.6%-35.2pp | 68.7%-44.2pp | 67.2%-42.7pp |
| Annual return | 13.05% | 82.00%-69.0pp | 133.59%-120.5pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $218 | $1,266-82.8% | $2,424-91.0% | $2,625-91.7% |
| Participant deferral / active EE | $1,748 | $3,052-42.7% | $4,416-60.4% | $4,348-59.8% |
| Admin fee / account holder | $837 | $3,026-72.4% | $8,291-89.9% | $1,944-57.0% |