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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 | $12,596 | $85,171-85.2% | $172,752-92.7% | $72,975-82.7% |
| Participation rate | 67.7% | 70.1%-2.3pp | 82.6%-14.9pp | 69.5%-1.7pp |
| Annual return | 21.29% | 27.32%-6.0pp | 802.97%-781.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $178 | $3,324-94.7% | $5,144-96.5% | $2,440-92.7% |
| Participant deferral / active EE | $1,011 | $3,260-69.0% | $5,198-80.5% | $3,608-72.0% |
| Admin fee / account holder | $341 | $5,880-94.2% | $13,955-97.6% | $5,124-93.3% |