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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 | $15,467 | $63,346-75.6% | $92,240-83.2% | $70,126-77.9% |
| Participation rate | 60.7% | 68.7%-8.0pp | 76.5%-15.8pp | 69.5%-8.9pp |
| Annual return | 16.22% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $134 | $2,471-94.6% | $3,680-96.3% | $2,343-94.3% |
| Participant deferral / active EE | $1,364 | $2,854-52.2% | $3,897-65.0% | $3,332-59.1% |
| Admin fee / account holder | $1,423 | $3,841-63.0% | $5,194-72.6% | $4,645-69.4% |