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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 | $15,968 | $96,965-83.5% | $97,995-83.7% | $147,586-89.2% |
| Participation rate | 57.1% | 83.6%-26.5pp | 82.4%-25.2pp | 82.8%-25.7pp |
| Annual return | 11.97% | 24.11%-12.1pp | 23.94%-12.0pp | 578.59%-566.6pp |
| Employer contribution / active EE | $923 | $4,536-79.7% | $4,158-77.8% | $4,876-81.1% |
| Participant deferral / active EE | $2,163 | $5,081-57.4% | $5,097-57.6% | $5,439-60.2% |
| Admin fee / account holder | $570 | $8,120-93.0% | $5,943-90.4% | $10,886-94.8% |