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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 | $16,715 | $83,485-80.0% | $125,192-86.6% | $72,975-77.1% |
| Participation rate | 15.2% | 73.3%-58.1pp | 79.8%-64.6pp | 69.5%-54.3pp |
| Annual return | 32.43% | 25.77%+6.7pp | 43.79%-11.4pp | 81.01%-48.6pp |
| Employer contribution / active EE | $426 | $2,346-81.8% | $3,866-89.0% | $2,440-82.5% |
| Participant deferral / active EE | $1,815 | $3,586-49.4% | $4,937-63.2% | $3,608-49.7% |
| Admin fee / account holder | $391 | $5,518-92.9% | $9,704-96.0% | $5,124-92.4% |