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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 | $24,444 | $83,898-70.9% | $133,346-81.7% | $94,015-74.0% |
| Participation rate | 19.0% | 63.4%-44.4pp | 72.8%-53.9pp | 70.8%-51.8pp |
| Annual return | 104.09% | 16.00%+88.1pp | 36.85%+67.2pp | 17.84%+86.2pp |
| Employer contribution / active EE | $9 | $1,821-99.5% | $2,853-99.7% | $2,790-99.7% |
| Participant deferral / active EE | $1,622 | $3,245-50.0% | $4,332-62.6% | $4,249-61.8% |
| Admin fee / account holder | $3,362 | $7,809-56.9% | $14,264-76.4% | $8,951-62.4% |