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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 | $18,604 | $142,430-86.9% | $115,170-83.8% | $152,897-87.8% |
| Participation rate | 28.6% | 82.4%-53.8pp | 75.9%-47.3pp | 82.5%-53.9pp |
| Annual return | 19.31% | 41.48%-22.2pp | 35.60%-16.3pp | 345.43%-326.1pp |
| Employer contribution / active EE | $737 | $4,011-81.6% | $3,179-76.8% | $4,764-84.5% |
| Participant deferral / active EE | $1,991 | $5,165-61.5% | $4,169-52.2% | $5,851-66.0% |
| Admin fee / account holder | $490 | $8,464-94.2% | $7,089-93.1% | $11,599-95.8% |