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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 | $15,276 | $65,961-76.8% | $180,320-91.5% | $94,015-83.8% |
| Participation rate | 25.0% | 61.3%-36.3pp | 71.5%-46.5pp | 70.8%-45.8pp |
| Annual return | 19.96% | 14.27%+5.7pp | 778.54%-758.6pp | 17.84%+2.1pp |
| Employer contribution / active EE | $180 | $1,737-89.6% | $4,108-95.6% | $2,790-93.5% |
| Participant deferral / active EE | $1,904 | $3,003-36.6% | $4,304-55.8% | $4,249-55.2% |
| Admin fee / account holder | $1,749 | $4,901-64.3% | $10,000-82.5% | $8,951-80.5% |