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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 | $14,796 | $167,362-91.2% | $143,799-89.7% | $134,532-89.0% |
| Participation rate | 61.1% | 84.8%-23.7pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | 32.10% | 0.47%+31.6pp | -0.04%+32.1pp | 418.27%-386.2pp |
| Employer contribution / active EE | $1,104 | $5,620-80.4% | $4,952-77.7% | $4,741-76.7% |
| Participant deferral / active EE | $2,459 | $6,447-61.9% | $5,638-56.4% | $6,401-61.6% |
| Admin fee / account holder | $366 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |