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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 | $15,318 | $88,672-82.7% | $105,223-85.4% | $82,448-81.4% |
| Participation rate | 31.3% | 67.9%-36.7pp | 75.0%-43.8pp | 68.1%-36.8pp |
| Annual return | 18.68% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $660 | $3,048-78.4% | $3,689-82.1% | $2,551-74.1% |
| Participant deferral / active EE | $2,447 | $4,036-39.4% | $5,072-51.8% | $4,139-40.9% |
| Admin fee / account holder | $5,197 | $7,146-27.3% | $8,859-41.3% | $7,234-28.2% |