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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 | $15,124 | $72,273-79.1% | $101,275-85.1% | $79,856-81.1% |
| Participation rate | 22.6% | 68.5%-45.8pp | 75.8%-53.2pp | 69.6%-47.0pp |
| Annual return | 36.24% | 22.30%+13.9pp | 46.48%-10.2pp | 31.71%+4.5pp |
| Employer contribution / active EE | $265 | $2,691-90.2% | $3,660-92.8% | $2,471-89.3% |
| Participant deferral / active EE | $1,867 | $3,282-43.1% | $4,371-57.3% | $3,741-50.1% |
| Admin fee / account holder | $1,555 | $4,401-64.7% | $5,948-73.9% | $5,306-70.7% |