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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 | $14,973 | $99,652-85.0% | $78,778-81.0% | $147,586-89.9% |
| Participation rate | 35.0% | 76.2%-41.2pp | 69.2%-34.2pp | 82.8%-47.8pp |
| Annual return | 15.66% | 47.28%-31.6pp | 35.62%-20.0pp | 578.59%-562.9pp |
| Employer contribution / active EE | $289 | $2,796-89.7% | $1,986-85.4% | $4,876-94.1% |
| Participant deferral / active EE | $1,551 | $3,664-57.7% | $2,958-47.6% | $5,439-71.5% |
| Admin fee / account holder | $2,959 | $7,155-58.6% | $5,134-42.4% | $10,886-72.8% |