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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 | $15,799 | $93,346-83.1% | $71,796-78.0% | $273,972-94.2% |
| Participation rate | 52.9% | 76.5%-23.6pp | 69.1%-16.2pp | 83.0%-30.1pp |
| Annual return | 11.26% | 130.39%-119.1pp | 78.04%-66.8pp | 41.46%-30.2pp |
| Employer contribution / active EE | $280 | $2,733-89.8% | $1,924-85.5% | $4,869-94.3% |
| Participant deferral / active EE | $1,058 | $3,475-69.6% | $2,794-62.1% | $5,287-80.0% |
| Admin fee / account holder | $2,750 | $6,571-58.1% | $4,815-42.9% | $10,133-72.9% |