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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 | $14,350 | $87,733-83.6% | $106,555-86.5% | $85,847-83.3% |
| Participation rate | 69.6% | 71.9%-2.4pp | 76.1%-6.6pp | 69.3%+0.2pp |
| Annual return | 15.87% | 21.86%-6.0pp | 26.80%-10.9pp | 318.61%-302.7pp |
| Employer contribution / active EE | $208 | $2,073-90.0% | $2,819-92.6% | $2,565-91.9% |
| Participant deferral / active EE | $1,614 | $3,469-53.5% | $4,399-63.3% | $3,952-59.2% |
| Admin fee / account holder | $437 | $6,767-93.5% | $7,408-94.1% | $6,261-93.0% |