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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 | $88,087-73.4% | $164,866-85.8% | $74,546-68.5% |
| Participation rate | 30.4% | 73.1%-42.6pp | 78.6%-48.2pp | 67.2%-36.8pp |
| Annual return | 14.12% | 17.27%-3.2pp | 69.97%-55.9pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $549 | $2,595-78.8% | $4,343-87.3% | $2,624-79.1% |
| Participant deferral / active EE | $2,705 | $4,499-39.9% | $6,033-55.2% | $4,347-37.8% |
| Admin fee / account holder | $1,172 | $2,232-47.5% | $12,689-90.8% | $1,944-39.7% |