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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 | $15,191 | $135,956-88.8% | $123,894-87.7% | $273,972-94.5% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 8.04% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $4 | $5,170-99.9% | $4,617-99.9% | $4,869-99.9% |
| Participant deferral / active EE | $3,187 | $6,343-49.8% | $5,984-46.7% | $5,287-39.7% |
| Admin fee / account holder | $15,392 | $9,817+56.8% | $8,357+84.2% | $10,133+51.9% |