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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 | $11,015 | $95,406-88.5% | $185,849-94.1% | $85,847-87.2% |
| Participation rate | 41.1% | 68.8%-27.7pp | 81.7%-40.7pp | 69.3%-28.3pp |
| Annual return | 16.15% | 23.59%-7.4pp | 122.10%-105.9pp | 318.61%-302.5pp |
| Employer contribution / active EE | $150 | $3,314-95.5% | $5,169-97.1% | $2,565-94.1% |
| Participant deferral / active EE | $1,473 | $3,424-57.0% | $5,569-73.5% | $3,952-62.7% |
| Admin fee / account holder | $2,273 | $7,214-68.5% | $16,244-86.0% | $6,261-63.7% |