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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 | $13,551 | $81,208-83.3% | $98,916-86.3% | $79,858-83.0% |
| Participation rate | 41.4% | 72.5%-31.1pp | 76.0%-34.6pp | 69.6%-28.2pp |
| Annual return | 17.42% | 60.99%-43.6pp | 196.45%-179.0pp | 31.72%-14.3pp |
| Employer contribution / active EE | $244 | $1,960-87.5% | $2,689-90.9% | $2,471-90.1% |
| Participant deferral / active EE | $2,642 | $3,265-19.1% | $4,245-37.8% | $3,740-29.4% |
| Admin fee / account holder | $921 | $6,013-84.7% | $6,642-86.1% | $5,306-82.6% |