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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 | $14,336 | $112,935-87.3% | $90,970-84.2% | $158,966-91.0% |
| Participation rate | 47.1% | 74.7%-27.7pp | 69.0%-22.0pp | 82.0%-34.9pp |
| Annual return | 15.95% | 215.79%-199.8pp | 134.58%-118.6pp | 302.95%-287.0pp |
| Employer contribution / active EE | $340 | $2,895-88.3% | $2,122-84.0% | $4,762-92.9% |
| Participant deferral / active EE | $1,669 | $4,129-59.6% | $3,373-50.5% | $5,983-72.1% |
| Admin fee / account holder | $2,340 | $8,045-70.9% | $5,960-60.7% | $11,250-79.2% |