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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 | $12,571 | $58,493-78.5% | $84,021-85.0% | $72,975-82.8% |
| Participation rate | 36.0% | 61.2%-25.3pp | 69.0%-33.1pp | 69.5%-33.5pp |
| Annual return | 155.85% | 28.93%+126.9pp | 71.32%+84.5pp | 81.01%+74.8pp |
| Employer contribution / active EE | $179 | $1,163-84.6% | $1,984-91.0% | $2,440-92.7% |
| Participant deferral / active EE | $1,123 | $2,394-53.1% | $3,239-65.3% | $3,608-68.9% |
| Admin fee / account holder | $309 | $4,569-93.2% | $6,102-94.9% | $5,124-94.0% |