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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 | $14,550 | $46,877-69.0% | $122,354-88.1% | $70,124-79.3% |
| Participation rate | 19.8% | 58.2%-38.4pp | 71.6%-51.8pp | 69.5%-49.7pp |
| Annual return | 29.22% | 24.22%+5.0pp | 30.28%-1.1pp | 73.14%-43.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $861 | $2,167-60.3% | $3,287-73.8% | $3,332-74.2% |
| Admin fee / account holder | $778 | $3,324-76.6% | $5,479-85.8% | $4,645-83.3% |