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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 | $25,208 | $25,2080% | $115,507-78.2% | $52,729-52.2% |
| Participation rate | 17.4% | 3.5%+13.9pp | 42.8%-25.4pp | 12.6%+4.8pp |
| Annual return | 6.30% | 3.08%+3.2pp | 4.07%+2.2pp | 4.56%+1.7pp |
| Employer contribution / active EE | $0 | $13,461-100.0% | $45,149-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $648 | $34+1800.8% | $92+604.6% | $97+571.6% |
| Admin fee / account holder | $1,203 | $1,2030% | $203,571-99.4% | $1,711-29.7% |