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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 | $15,453 | $157,829-90.2% | $136,867-88.7% | $198,609-92.2% |
| Participation rate | 55.6% | 77.2%-21.6pp | 74.5%-19.0pp | 82.4%-26.8pp |
| Annual return | 8.58% | 51.25%-42.7pp | 42.97%-34.4pp | 202.70%-194.1pp |
| Employer contribution / active EE | $680 | $3,923-82.7% | $3,547-80.8% | $5,055-86.6% |
| Participant deferral / active EE | $2,731 | $5,463-50.0% | $4,924-44.5% | $6,977-60.9% |
| Admin fee / account holder | $434 | $11,107-96.1% | $10,340-95.8% | $19,030-97.7% |