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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 | $13,304 | $112,121-88.1% | $95,960-86.1% | $158,966-91.6% |
| Participation rate | 40.9% | 79.0%-38.1pp | 77.1%-36.2pp | 82.0%-41.1pp |
| Annual return | 19.20% | 171.16%-152.0pp | 91.63%-72.4pp | 302.95%-283.7pp |
| Employer contribution / active EE | $525 | $3,199-83.6% | $2,541-79.4% | $4,762-89.0% |
| Participant deferral / active EE | $1,947 | $4,784-59.3% | $4,167-53.3% | $5,983-67.5% |
| Admin fee / account holder | $1,437 | $10,135-85.8% | $6,797-78.9% | $11,250-87.2% |