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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 | $11,514 | $56,197-79.5% | $67,652-83.0% | $59,633-80.7% |
| Participation rate | 65.6% | 71.5%-5.8pp | 75.7%-10.0pp | 68.7%-3.0pp |
| Annual return | 14.38% | 18508.10%-18493.7pp | 6625.40%-6611.0pp | 2041.45%-2027.1pp |
| Employer contribution / active EE | $302 | $1,615-81.3% | $2,266-86.7% | $2,203-86.3% |
| Participant deferral / active EE | $1,386 | $2,844-51.3% | $3,560-61.1% | $3,192-56.6% |
| Admin fee / account holder | $974 | $3,958-75.4% | $4,821-79.8% | $4,297-77.3% |