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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 | $10,154 | $63,346-84.0% | $92,240-89.0% | $70,126-85.5% |
| Participation rate | 21.9% | 68.7%-46.8pp | 76.5%-54.6pp | 69.5%-47.7pp |
| Annual return | 20.35% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $433 | $2,471-82.5% | $3,680-88.2% | $2,343-81.5% |
| Participant deferral / active EE | $1,214 | $2,854-57.5% | $3,897-68.9% | $3,332-63.6% |
| Admin fee / account holder | $1,684 | $3,841-56.2% | $5,194-67.6% | $4,645-63.7% |