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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 | $13,048 | $53,128-75.4% | $86,582-84.9% | $70,126-81.4% |
| Participation rate | 45.5% | 65.3%-19.8pp | 73.5%-28.1pp | 69.5%-24.1pp |
| Annual return | 14.79% | 27.66%-12.9pp | 965.08%-950.3pp | 73.15%-58.4pp |
| Employer contribution / active EE | $182 | $2,068-91.2% | $2,839-93.6% | $2,343-92.2% |
| Participant deferral / active EE | $1,159 | $2,695-57.0% | $3,609-67.9% | $3,332-65.2% |
| Admin fee / account holder | $430 | $3,584-88.0% | $4,904-91.2% | $4,645-90.8% |