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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 | $17,719 | $58,828-69.9% | $78,002-77.3% | $62,881-71.8% |
| Participation rate | 33.3% | 71.1%-37.7pp | 75.5%-42.2pp | 69.3%-36.0pp |
| Annual return | 23.58% | 17.16%+6.4pp | 425.99%-402.4pp | 20.14%+3.4pp |
| Employer contribution / active EE | $256 | $1,672-84.7% | $2,470-89.6% | $2,281-88.8% |
| Participant deferral / active EE | $1,532 | $2,686-43.0% | $3,497-56.2% | $3,203-52.2% |
| Admin fee / account holder | $1,733 | $4,393-60.5% | $5,481-68.4% | $4,296-59.7% |