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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 | $12,148 | $102,385-88.1% | $147,080-91.7% | $80,935-85.0% |
| Participation rate | 3.1% | 75.9%-72.7pp | 82.2%-79.1pp | 67.7%-64.5pp |
| Annual return | 15.85% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $679 | $3,717-81.7% | $4,933-86.2% | $2,757-75.4% |
| Participant deferral / active EE | $2,906 | $6,651-56.3% | $8,066-64.0% | $4,299-32.4% |
| Admin fee / account holder | $384,613 | $7,951+4737.0% | $12,989+2861.1% | $6,924+5454.5% |