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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 | $93,345-83.6% | $119,126-87.1% | $87,485-82.5% |
| Participation rate | 31.3% | 68.7%-37.5pp | 75.8%-44.5pp | 68.9%-37.7pp |
| Annual return | 18.68% | 19.08%-0.4pp | 282.11%-263.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $660 | $3,172-79.2% | $4,034-83.6% | $2,596-74.6% |
| Participant deferral / active EE | $2,447 | $4,099-40.3% | $5,318-54.0% | $4,274-42.7% |
| Admin fee / account holder | $5,197 | $8,039-35.3% | $10,693-51.4% | $7,775-33.2% |