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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 | $13,559 | $91,198-85.1% | $178,503-92.4% | $79,856-83.0% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.6pp | 69.6%-35.3pp |
| Annual return | 65.28% | 24.20%+41.1pp | 151.12%-85.8pp | 31.71%+33.6pp |
| Employer contribution / active EE | $156 | $3,257-95.2% | $5,011-96.9% | $2,471-93.7% |
| Participant deferral / active EE | $1,049 | $3,237-67.6% | $5,202-79.8% | $3,741-72.0% |
| Admin fee / account holder | $1,513 | $6,748-77.6% | $13,987-89.2% | $5,306-71.5% |