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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 | $14,182 | $84,236-83.2% | $170,435-91.7% | $70,126-79.8% |
| Participation rate | 21.2% | 70.8%-49.6pp | 83.6%-62.4pp | 69.5%-48.3pp |
| Annual return | 19.74% | 23.06%-3.3pp | 205.94%-186.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $281 | $3,387-91.7% | $5,432-94.8% | $2,343-88.0% |
| Participant deferral / active EE | $854 | $3,086-72.3% | $4,939-82.7% | $3,332-74.4% |
| Admin fee / account holder | $879 | $5,698-84.6% | $13,881-93.7% | $4,645-81.1% |