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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 | $13,278 | $65,361-79.7% | $92,903-85.7% | $72,983-81.8% |
| Participation rate | 44.0% | 68.3%-24.3pp | 76.0%-32.0pp | 69.5%-25.5pp |
| Annual return | 42.33% | 42.11%+0.2pp | 109.43%-67.1pp | 81.01%-38.7pp |
| Employer contribution / active EE | $539 | $2,594-79.2% | $3,653-85.3% | $2,440-77.9% |
| Participant deferral / active EE | $1,406 | $3,128-55.0% | $4,238-66.8% | $3,608-61.0% |
| Admin fee / account holder | $1,029 | $4,251-75.8% | $5,795-82.2% | $5,124-79.9% |