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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 | $8,944 | $61,166-85.4% | $185,837-95.2% | $79,393-88.7% |
| Participation rate | 26.2% | 66.6%-40.5pp | 81.7%-55.6pp | 70.7%-44.6pp |
| Annual return | 100.09% | 19.45%+80.6pp | 122.08%-22.0pp | 116.87%-16.8pp |
| Employer contribution / active EE | $204 | $2,321-91.2% | $5,168-96.0% | $2,428-91.6% |
| Participant deferral / active EE | $1,398 | $2,789-49.9% | $5,568-74.9% | $4,046-65.4% |
| Admin fee / account holder | $354 | $710-50.1% | $16,241-97.8% | $627-43.4% |