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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 | $14,217 | $105,856-86.6% | $90,161-84.2% | $147,586-90.4% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.5pp | 82.8%-29.5pp |
| Annual return | 20.61% | 37.63%-17.0pp | 34.89%-14.3pp | 578.59%-558.0pp |
| Employer contribution / active EE | $375 | $4,126-90.9% | $3,318-88.7% | $4,876-92.3% |
| Participant deferral / active EE | $3,376 | $5,733-41.1% | $5,287-36.1% | $5,439-37.9% |
| Admin fee / account holder | $2,047 | $8,046-74.6% | $5,943-65.6% | $10,886-81.2% |