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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 | $21,276 | $86,288-75.3% | $111,306-80.9% | $85,851-75.2% |
| Participation rate | 64.1% | 73.3%-9.2pp | 77.3%-13.2pp | 69.3%-5.2pp |
| Annual return | 12.97% | 19.99%-7.0pp | 54.67%-41.7pp | 318.63%-305.7pp |
| Employer contribution / active EE | $513 | $2,044-74.9% | $2,732-81.2% | $2,565-80.0% |
| Participant deferral / active EE | $1,719 | $3,641-52.8% | $4,488-61.7% | $3,952-56.5% |
| Admin fee / account holder | $860 | $8,189-89.5% | $7,966-89.2% | $6,261-86.3% |