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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 | $14,519 | $124,330-88.3% | $109,173-86.7% | $167,536-91.3% |
| Participation rate | 58.3% | 79.5%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 21.53% | 26.04%-4.5pp | 25.75%-4.2pp | 478.82%-457.3pp |
| Employer contribution / active EE | $403 | $4,209-90.4% | $3,723-89.2% | $4,839-91.7% |
| Participant deferral / active EE | $3,266 | $5,256-37.9% | $4,654-29.8% | $6,342-48.5% |
| Admin fee / account holder | $487 | $7,974-93.9% | $6,755-92.8% | $12,315-96.0% |