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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 | $15,798 | $58,726-73.1% | $92,240-82.9% | $62,293-74.6% |
| Participation rate | 63.4% | 68.3%-4.9pp | 76.5%-13.1pp | 69.5%-6.1pp |
| Annual return | 17.83% | 43.62%-25.8pp | 176.29%-158.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $248 | $2,392-89.6% | $3,680-93.3% | $2,042-87.9% |
| Participant deferral / active EE | $1,244 | $2,766-55.0% | $3,897-68.1% | $3,169-60.8% |
| Admin fee / account holder | $1,124 | $556+101.9% | $5,194-78.4% | $479+134.4% |