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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 | $17,094 | $93,345-81.7% | $119,126-85.7% | $87,485-80.5% |
| Participation rate | 40.9% | 68.7%-27.8pp | 75.8%-34.9pp | 68.9%-28.0pp |
| Annual return | 13.99% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $480 | $3,172-84.9% | $4,034-88.1% | $2,596-81.5% |
| Participant deferral / active EE | $1,945 | $4,099-52.5% | $5,318-63.4% | $4,274-54.5% |
| Admin fee / account holder | $3,153 | $8,039-60.8% | $10,693-70.5% | $7,775-59.4% |