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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 | $14,188 | $87,733-83.8% | $106,551-86.7% | $85,856-83.5% |
| Participation rate | 40.7% | 71.9%-31.2pp | 76.1%-35.4pp | 69.3%-28.6pp |
| Annual return | 16.45% | 21.86%-5.4pp | 26.80%-10.4pp | 318.58%-302.1pp |
| Employer contribution / active EE | $178 | $2,073-91.4% | $2,819-93.7% | $2,565-93.0% |
| Participant deferral / active EE | $2,788 | $3,469-19.6% | $4,398-36.6% | $3,952-29.5% |
| Admin fee / account holder | $969 | $6,767-85.7% | $7,408-86.9% | $6,261-84.5% |