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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 | $15,914 | $99,079-83.9% | $78,002-79.6% | $273,972-94.2% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.5%-22.2pp | 83.0%-29.7pp |
| Annual return | 3.27% | 217.93%-214.7pp | 425.99%-422.7pp | 41.46%-38.2pp |
| Employer contribution / active EE | $266 | $3,308-92.0% | $2,470-89.2% | $4,869-94.5% |
| Participant deferral / active EE | $1,111 | $4,306-74.2% | $3,497-68.2% | $5,287-79.0% |
| Admin fee / account holder | $4,269 | $8,954-52.3% | $5,481-22.1% | $10,133-57.9% |