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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 | $15,160 | $129,737-88.3% | $119,126-87.3% | $154,746-90.2% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 14.12% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $372 | $4,375-91.5% | $4,034-90.8% | $4,379-91.5% |
| Participant deferral / active EE | $4,041 | $5,842-30.8% | $5,318-24.0% | $6,730-40.0% |
| Admin fee / account holder | $64,201 | $11,961+436.8% | $10,693+500.4% | $14,365+346.9% |