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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 | $14,353 | $63,346-77.3% | $92,240-84.4% | $70,126-79.5% |
| Participation rate | 43.4% | 68.7%-25.3pp | 76.5%-33.1pp | 69.5%-26.2pp |
| Annual return | 13.94% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $380 | $2,471-84.6% | $3,680-89.7% | $2,343-83.8% |
| Participant deferral / active EE | $1,481 | $2,854-48.1% | $3,897-62.0% | $3,332-55.6% |
| Admin fee / account holder | $1,368 | $3,841-64.4% | $5,194-73.7% | $4,645-70.5% |