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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 | $16,662 | $85,766-80.6% | $136,298-87.8% | $70,126-76.2% |
| Participation rate | 35.2% | 74.2%-38.9pp | 81.9%-46.7pp | 69.5%-34.3pp |
| Annual return | 16.82% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $278 | $2,966-90.6% | $4,696-94.1% | $2,343-88.1% |
| Participant deferral / active EE | $2,889 | $5,051-42.8% | $6,247-53.7% | $3,332-13.3% |
| Admin fee / account holder | $2,878 | $5,421-46.9% | $9,244-68.9% | $4,645-38.0% |