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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 | $16,157 | $127,387-87.3% | $115,038-86.0% | $125,389-87.1% |
| Participation rate | 27.3% | 84.2%-56.9pp | 81.4%-54.1pp | 83.2%-55.9pp |
| Annual return | 0.88% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $152 | $5,166-97.1% | $4,608-96.7% | $4,866-96.9% |
| Participant deferral / active EE | $2,536 | $6,423-60.5% | $6,026-57.9% | $5,352-52.6% |
| Admin fee / account holder | $49,365 | $9,516+418.7% | $8,175+503.8% | $9,541+417.4% |