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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 | $7,709 | $55,470-86.1% | $155,556-95.0% | $74,478-89.6% |
| Participation rate | 26.9% | 61.9%-35.0pp | 78.2%-51.3pp | 67.2%-40.3pp |
| Annual return | 29.08% | 269.80%-240.7pp | 64.84%-35.8pp | 1370.56%-1341.5pp |
| Employer contribution / active EE | $94 | $2,267-95.9% | $4,675-98.0% | $2,626-96.4% |
| Participant deferral / active EE | $1,188 | $2,838-58.1% | $5,631-78.9% | $4,350-72.7% |
| Admin fee / account holder | $747 | $1,744-57.2% | $15,885-95.3% | $1,946-61.6% |