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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 | $16,074 | $63,346-74.6% | $92,240-82.6% | $70,126-77.1% |
| Participation rate | 44.1% | 68.7%-24.6pp | 76.5%-32.4pp | 69.5%-25.4pp |
| Annual return | 12.57% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $231 | $2,471-90.7% | $3,680-93.7% | $2,343-90.2% |
| Participant deferral / active EE | $1,201 | $2,854-57.9% | $3,897-69.2% | $3,332-63.9% |
| Admin fee / account holder | $985 | $3,841-74.4% | $5,194-81.0% | $4,645-78.8% |