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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 | $14,371 | $107,368-86.6% | $92,915-84.5% | $152,909-90.6% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 21.45% | 145.64%-124.2pp | 109.45%-88.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $183 | $4,222-95.7% | $3,653-95.0% | $4,764-96.2% |
| Participant deferral / active EE | $1,809 | $4,848-62.7% | $4,238-57.3% | $5,851-69.1% |
| Admin fee / account holder | $850 | $7,082-88.0% | $5,796-85.3% | $11,601-92.7% |