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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 | $13,909 | $91,198-84.7% | $178,503-92.2% | $79,856-82.6% |
| Participation rate | 59.3% | 69.2%-10.0pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 14.31% | 24.20%-9.9pp | 151.12%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $179 | $3,257-94.5% | $5,011-96.4% | $2,471-92.8% |
| Participant deferral / active EE | $3,130 | $3,237-3.3% | $5,202-39.8% | $3,741-16.3% |
| Admin fee / account holder | $900 | $6,748-86.7% | $13,987-93.6% | $5,306-83.0% |