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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 | $15,924 | $126,519-87.4% | $106,201-85.0% | $145,959-89.1% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 15.31% | 225.10%-209.8pp | 116.26%-100.9pp | 561.95%-546.6pp |
| Employer contribution / active EE | $523 | $3,726-86.0% | $3,170-83.5% | $4,661-88.8% |
| Participant deferral / active EE | $1,794 | $5,716-68.6% | $5,012-64.2% | $6,689-73.2% |
| Admin fee / account holder | $2,980 | $17,312-82.8% | $11,039-73.0% | $13,398-77.8% |