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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 | $18,720 | $154,193-87.9% | $130,045-85.6% | $139,466-86.6% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.5%-15.3pp | 80.3%-17.2pp |
| Annual return | 14.63% | 32.51%-17.9pp | -137.30%+151.9pp | 373.66%-359.0pp |
| Employer contribution / active EE | $686 | $5,292-87.0% | $4,321-84.1% | $4,754-85.6% |
| Participant deferral / active EE | $2,314 | $6,709-65.5% | $5,820-60.2% | $6,712-65.5% |
| Admin fee / account holder | $302 | $13,989-97.8% | $10,600-97.2% | $11,409-97.4% |