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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 | $16,149 | $64,705-75.0% | $62,929-74.3% | $67,986-76.2% |
| Participation rate | 42.7% | 65.6%-22.9pp | 73.1%-30.4pp | 57.2%-14.5pp |
| Annual return | 13.08% | 20.31%-7.2pp | 1063.93%-1050.8pp | 31.67%-18.6pp |
| Employer contribution / active EE | $261 | $2,376-89.0% | $2,505-89.6% | $2,019-87.1% |
| Participant deferral / active EE | $1,008 | $3,198-68.5% | $3,888-74.1% | $3,358-70.0% |
| Admin fee / account holder | $804 | $1,428-43.7% | $5,065-84.1% | $3,203-74.9% |