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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 | $15,857 | $117,895-86.6% | $102,460-84.5% | $145,897-89.1% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 13.33% | 31.92%-18.6pp | 29.47%-16.1pp | 552.29%-539.0pp |
| Employer contribution / active EE | $560 | $3,619-84.5% | $3,025-81.5% | $4,663-88.0% |
| Participant deferral / active EE | $2,685 | $5,736-53.2% | $5,056-46.9% | $6,689-59.9% |
| Admin fee / account holder | $525 | $13,353-96.1% | $9,460-94.5% | $13,390-96.1% |