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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 | $23,464 | $88,203-73.4% | $165,100-85.8% | $74,478-68.5% |
| Participation rate | 30.4% | 73.1%-42.7pp | 78.6%-48.2pp | 67.2%-36.8pp |
| Annual return | 14.12% | 17.13%-3.0pp | 70.21%-56.1pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $549 | $2,601-78.9% | $4,348-87.4% | $2,626-79.1% |
| Participant deferral / active EE | $2,705 | $4,505-40.0% | $6,035-55.2% | $4,350-37.8% |
| Admin fee / account holder | $1,172 | $2,235-47.6% | $12,696-90.8% | $1,946-39.8% |