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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 | $89,259-83.9% | $107,187-86.6% | $82,637-82.6% |
| Participation rate | 28.6% | 67.9%-39.4pp | 75.0%-46.4pp | 68.1%-39.5pp |
| Annual return | 18.34% | 21.02%-2.7pp | 204.55%-186.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $341 | $3,080-88.9% | $3,782-91.0% | $2,552-86.6% |
| Participant deferral / active EE | $1,701 | $4,037-57.9% | $5,096-66.6% | $4,126-58.8% |
| Admin fee / account holder | $547 | $7,381-92.6% | $9,162-94.0% | $7,339-92.6% |