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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 | $13,954 | $84,236-83.4% | $170,435-91.8% | $70,126-80.1% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 19.02% | 23.06%-4.0pp | 205.94%-186.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $195 | $3,387-94.2% | $5,432-96.4% | $2,343-91.7% |
| Participant deferral / active EE | $1,285 | $3,086-58.4% | $4,939-74.0% | $3,332-61.4% |
| Admin fee / account holder | $569 | $5,698-90.0% | $13,881-95.9% | $4,645-87.7% |