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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 | $18,904 | $78,670-76.0% | $109,173-82.7% | $85,847-78.0% |
| Participation rate | 20.7% | 68.3%-47.6pp | 75.9%-55.2pp | 69.3%-48.6pp |
| Annual return | 19.51% | 25.09%-5.6pp | 25.75%-6.2pp | 318.61%-299.1pp |
| Employer contribution / active EE | $268 | $2,734-90.2% | $3,723-92.8% | $2,565-89.6% |
| Participant deferral / active EE | $1,640 | $3,467-52.7% | $4,654-64.8% | $3,952-58.5% |
| Admin fee / account holder | $841 | $5,469-84.6% | $6,755-87.5% | $6,261-86.6% |