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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 | $16,084 | $70,430-77.2% | $96,572-83.3% | $85,851-81.3% |
| Participation rate | 25.7% | 61.8%-36.1pp | 69.8%-44.1pp | 69.3%-43.6pp |
| Annual return | 33.13% | 18.58%+14.5pp | 37.79%-4.7pp | 318.63%-285.5pp |
| Employer contribution / active EE | $150 | $1,413-89.4% | $2,357-93.6% | $2,565-94.1% |
| Participant deferral / active EE | $1,603 | $2,894-44.6% | $3,850-58.4% | $3,952-59.4% |
| Admin fee / account holder | $6,566 | $4,996+31.4% | $6,183+6.2% | $6,261+4.9% |