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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 | $22,906 | $102,382-77.6% | $147,005-84.4% | $80,874-71.7% |
| Participation rate | 41.9% | 75.8%-34.0pp | 82.2%-40.3pp | 67.6%-25.8pp |
| Annual return | 13.85% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $445 | $3,715-88.0% | $4,934-91.0% | $2,756-83.8% |
| Participant deferral / active EE | $2,645 | $6,646-60.2% | $8,070-67.2% | $4,297-38.4% |
| Admin fee / account holder | $1,823 | $7,942-77.1% | $13,006-86.0% | $6,935-73.7% |