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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 | $13,450 | $39,162-65.7% | $100,671-86.6% | $59,633-77.4% |
| Participation rate | 31.4% | 55.9%-24.4pp | 70.7%-39.3pp | 68.7%-37.2pp |
| Annual return | 1.24% | 21.07%-19.8pp | 20.43%-19.2pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $168 | $1,151-85.4% | $4,012-95.8% | $2,203-92.4% |
| Participant deferral / active EE | $1,202 | $1,992-39.7% | $3,144-61.8% | $3,192-62.3% |
| Admin fee / account holder | $9,431 | $2,969+217.6% | $4,850+94.5% | $4,297+119.5% |