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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 | $10,927 | $48,432-77.4% | $121,169-91.0% | $71,495-84.7% |
| Participation rate | 46.6% | 54.3%-7.8pp | 69.5%-23.0pp | 67.9%-21.4pp |
| Annual return | 16.14% | 23.28%-7.1pp | 986.71%-970.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $231 | $1,493-84.5% | $4,168-94.5% | $2,589-91.1% |
| Participant deferral / active EE | $930 | $2,756-66.2% | $4,083-77.2% | $4,291-78.3% |
| Admin fee / account holder | $1,483 | $1,845-19.6% | $5,645-73.7% | $1,588-6.6% |