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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 | $12,210 | $84,236-85.5% | $170,435-92.8% | $70,126-82.6% |
| Participation rate | 48.4% | 70.8%-22.4pp | 83.6%-35.2pp | 69.5%-21.2pp |
| Annual return | 19.95% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $246 | $3,387-92.7% | $5,432-95.5% | $2,343-89.5% |
| Participant deferral / active EE | $1,607 | $3,086-47.9% | $4,939-67.5% | $3,332-51.8% |
| Admin fee / account holder | $1,891 | $5,698-66.8% | $13,881-86.4% | $4,645-59.3% |