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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 | $14,792 | $65,566-77.4% | $86,235-82.8% | $75,177-80.3% |
| Participation rate | 58.3% | 60.5%-2.2pp | 69.0%-10.6pp | 67.2%-8.9pp |
| Annual return | 21.10% | 46.07%-25.0pp | 1170.03%-1148.9pp | 160.75%-139.7pp |
| Employer contribution / active EE | $297 | $1,553-80.9% | $2,381-87.5% | $2,671-88.9% |
| Participant deferral / active EE | $1,891 | $3,023-37.4% | $3,987-52.6% | $4,126-54.2% |
| Admin fee / account holder | $693 | $5,470-87.3% | $6,856-89.9% | $5,651-87.7% |