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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 | $13,987 | $117,846-88.1% | $102,434-86.3% | $145,884-90.4% |
| Participation rate | 68.2% | 78.6%-10.4pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 9.89% | 31.90%-22.0pp | 29.46%-19.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $766 | $3,615-78.8% | $3,023-74.7% | $4,662-83.6% |
| Participant deferral / active EE | $1,836 | $5,733-68.0% | $5,055-63.7% | $6,690-72.5% |
| Admin fee / account holder | $397 | $13,356-97.0% | $9,462-95.8% | $13,392-97.0% |