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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 | $13,392 | $104,251-87.2% | $91,004-85.3% | $147,586-90.9% |
| Participation rate | 26.3% | 78.2%-51.9pp | 75.6%-49.3pp | 82.8%-56.5pp |
| Annual return | 16.68% | 27.06%-10.4pp | 4.60%+12.1pp | 578.59%-561.9pp |
| Employer contribution / active EE | $188 | $3,116-94.0% | $2,456-92.4% | $4,876-96.1% |
| Participant deferral / active EE | $1,725 | $4,195-58.9% | $3,548-51.4% | $5,439-68.3% |
| Admin fee / account holder | $599 | $8,948-93.3% | $5,417-88.9% | $10,886-94.5% |