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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 | $13,772 | $58,828-76.6% | $78,002-82.3% | $62,881-78.1% |
| Participation rate | 25.0% | 71.1%-46.1pp | 75.5%-50.5pp | 69.3%-44.3pp |
| Annual return | 8.97% | 17.16%-8.2pp | 425.99%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $111 | $1,672-93.3% | $2,470-95.5% | $2,281-95.1% |
| Participant deferral / active EE | $1,447 | $2,686-46.1% | $3,497-58.6% | $3,203-54.8% |
| Admin fee / account holder | $1,730 | $4,393-60.6% | $5,481-68.4% | $4,296-59.7% |