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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 | $17,712 | $102,385-82.7% | $147,080-88.0% | $80,935-78.1% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 14.88% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $760 | $3,717-79.5% | $4,933-84.6% | $2,757-72.4% |
| Participant deferral / active EE | $5,034 | $6,651-24.3% | $8,066-37.6% | $4,299+17.1% |
| Admin fee / account holder | $2,732 | $7,951-65.6% | $12,989-79.0% | $6,924-60.5% |