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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 | $23,489 | $78,425-70.0% | $95,956-75.5% | $79,858-70.6% |
| Participation rate | 69.4% | 73.5%-4.0pp | 77.1%-7.6pp | 69.6%-0.2pp |
| Annual return | 13.18% | 19.37%-6.2pp | 91.63%-78.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $334 | $1,945-82.8% | $2,541-86.8% | $2,471-86.5% |
| Participant deferral / active EE | $3,431 | $3,440-0.3% | $4,167-17.7% | $3,740-8.3% |
| Admin fee / account holder | $10,193 | $5,622+81.3% | $6,797+50.0% | $5,306+92.1% |