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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 | $14,360 | $88,672-83.8% | $105,223-86.4% | $82,448-82.6% |
| Participation rate | 28.6% | 67.9%-39.4pp | 75.0%-46.5pp | 68.1%-39.5pp |
| Annual return | 18.34% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $341 | $3,048-88.8% | $3,689-90.8% | $2,551-86.6% |
| Participant deferral / active EE | $1,701 | $4,036-57.9% | $5,072-66.5% | $4,139-58.9% |
| Admin fee / account holder | $547 | $7,146-92.3% | $8,859-93.8% | $7,234-92.4% |