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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 | $15,837 | $58,828-73.1% | $78,002-79.7% | $62,881-74.8% |
| Participation rate | 44.9% | 71.1%-26.1pp | 75.5%-30.6pp | 69.3%-24.4pp |
| Annual return | 8.28% | 17.16%-8.9pp | 425.99%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $210 | $1,672-87.4% | $2,470-91.5% | $2,281-90.8% |
| Participant deferral / active EE | $1,176 | $2,686-56.2% | $3,497-66.4% | $3,203-63.3% |
| Admin fee / account holder | $5,212 | $4,393+18.6% | $5,481-4.9% | $4,296+21.3% |