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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 | $15,232 | $59,335-74.3% | $129,031-88.2% | $69,733-78.2% |
| Participation rate | 13.8% | 43.3%-29.4pp | 73.4%-59.5pp | 62.5%-48.6pp |
| Annual return | 115.12% | 19.52%+95.6pp | 34.67%+80.5pp | 15.22%+99.9pp |
| Employer contribution / active EE | $98 | $1,639-94.0% | $3,226-97.0% | $2,250-95.7% |
| Participant deferral / active EE | $530 | $2,485-78.7% | $5,217-89.8% | $3,054-82.7% |
| Admin fee / account holder | $1,854 | $3,940-53.0% | $13,208-86.0% | $3,102-40.2% |