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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 | $13,211 | $117,846-88.8% | $102,434-87.1% | $145,884-90.9% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 10.21% | 31.90%-21.7pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $524 | $3,615-85.5% | $3,023-82.7% | $4,662-88.8% |
| Participant deferral / active EE | $2,028 | $5,733-64.6% | $5,055-59.9% | $6,690-69.7% |
| Admin fee / account holder | $4,448 | $13,356-66.7% | $9,462-53.0% | $13,392-66.8% |