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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 | $15,116 | $154,193-90.2% | $130,045-88.4% | $139,466-89.2% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-24.0pp | 80.3%-25.8pp |
| Annual return | 12.46% | 32.51%-20.1pp | -137.30%+149.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $896 | $5,292-83.1% | $4,321-79.3% | $4,754-81.1% |
| Participant deferral / active EE | $6,464 | $6,709-3.6% | $5,820+11.1% | $6,712-3.7% |
| Admin fee / account holder | $5,964 | $13,989-57.4% | $10,600-43.7% | $11,409-47.7% |