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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 | $10,063 | $85,171-88.2% | $172,752-94.2% | $72,975-86.2% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 30.46% | 27.32%+3.1pp | 802.97%-772.5pp | 81.01%-50.5pp |
| Employer contribution / active EE | $297 | $3,324-91.1% | $5,144-94.2% | $2,440-87.8% |
| Participant deferral / active EE | $4,202 | $3,260+28.9% | $5,198-19.2% | $3,608+16.5% |
| Admin fee / account holder | $659 | $5,880-88.8% | $13,955-95.3% | $5,124-87.1% |