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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 | $16,357 | $118,467-86.2% | $98,450-83.4% | $139,456-88.3% |
| Participation rate | 38.5% | 77.5%-39.0pp | 75.2%-36.7pp | 80.3%-41.9pp |
| Annual return | 22.32% | 18.95%+3.4pp | 21.16%+1.2pp | 373.45%-351.1pp |
| Employer contribution / active EE | $439 | $3,611-87.8% | $3,049-85.6% | $4,753-90.8% |
| Participant deferral / active EE | $2,767 | $5,393-48.7% | $4,739-41.6% | $6,711-58.8% |
| Admin fee / account holder | $36,753 | $14,057+161.5% | $8,961+310.1% | $11,407+222.2% |