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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 | $15,684 | $70,418-77.7% | $96,570-83.8% | $85,847-81.7% |
| Participation rate | 65.3% | 61.8%+3.5pp | 69.8%-4.5pp | 69.3%-4.0pp |
| Annual return | 14.68% | 18.59%-3.9pp | 37.79%-23.1pp | 318.61%-303.9pp |
| Employer contribution / active EE | $260 | $1,413-81.6% | $2,357-89.0% | $2,565-89.9% |
| Participant deferral / active EE | $3,911 | $2,894+35.1% | $3,849+1.6% | $3,952-1.0% |
| Admin fee / account holder | $555 | $4,995-88.9% | $6,182-91.0% | $6,261-91.1% |