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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 | $20,040 | $62,393-67.9% | $120,580-83.4% | $74,478-73.1% |
| Participation rate | 20.7% | 56.8%-36.1pp | 72.0%-51.3pp | 67.2%-46.5pp |
| Annual return | 14.33% | 18.61%-4.3pp | 107.48%-93.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $166 | $1,845-91.0% | $3,469-95.2% | $2,626-93.7% |
| Participant deferral / active EE | $1,401 | $2,886-51.5% | $4,995-72.0% | $4,350-67.8% |
| Admin fee / account holder | $7,731 | $2,396+222.6% | $9,418-17.9% | $1,946+297.3% |