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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 | $15,749 | $63,861-75.3% | $104,625-84.9% | $79,852-80.3% |
| Participation rate | 39.3% | 64.9%-25.6pp | 74.1%-34.8pp | 69.6%-30.4pp |
| Annual return | 19.05% | 21.30%-2.3pp | 340.60%-321.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $196 | $1,588-87.6% | $2,681-92.7% | $2,471-92.1% |
| Participant deferral / active EE | $2,106 | $2,693-21.8% | $3,738-43.7% | $3,740-43.7% |
| Admin fee / account holder | $2,638 | $4,185-37.0% | $6,465-59.2% | $5,306-50.3% |