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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 | $15,160 | $48,385-68.7% | $121,147-87.5% | $71,476-78.8% |
| Participation rate | 26.2% | 54.3%-28.1pp | 69.5%-43.3pp | 67.9%-41.7pp |
| Annual return | 21.48% | 23.32%-1.8pp | 986.30%-964.8pp | 28.85%-7.4pp |
| Employer contribution / active EE | $286 | $1,491-80.8% | $4,166-93.1% | $2,589-88.9% |
| Participant deferral / active EE | $1,031 | $2,757-62.6% | $4,081-74.7% | $4,290-76.0% |
| Admin fee / account holder | $391 | $1,843-78.8% | $5,646-93.1% | $1,587-75.4% |