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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 | $19,100 | $125,797-84.8% | $170,043-88.8% | $75,173-74.6% |
| Participation rate | 12.5% | 83.6%-71.1pp | 87.0%-74.5pp | 67.2%-54.7pp |
| Annual return | 15.29% | 27.20%-11.9pp | 53.40%-38.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $251 | $4,616-94.6% | $6,790-96.3% | $2,671-90.6% |
| Participant deferral / active EE | $3,461 | $6,838-49.4% | $10,410-66.8% | $4,126-16.1% |
| Admin fee / account holder | $34,531 | $8,177+322.3% | $12,824+169.3% | $5,651+511.1% |