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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 | $14,435 | $81,208-82.2% | $98,920-85.4% | $79,856-81.9% |
| Participation rate | 52.2% | 72.5%-20.3pp | 76.0%-23.9pp | 69.6%-17.5pp |
| Annual return | 20.40% | 60.99%-40.6pp | 196.47%-176.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $354 | $1,960-81.9% | $2,689-86.8% | $2,471-85.7% |
| Participant deferral / active EE | $2,432 | $3,265-25.5% | $4,245-42.7% | $3,741-35.0% |
| Admin fee / account holder | $302 | $6,013-95.0% | $6,643-95.5% | $5,306-94.3% |