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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 | $18,898 | $102,385-81.5% | $147,080-87.2% | $80,935-76.7% |
| Participation rate | 46.9% | 75.9%-29.0pp | 82.2%-35.3pp | 67.7%-20.8pp |
| Annual return | 14.15% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $817 | $3,717-78.0% | $4,933-83.4% | $2,757-70.4% |
| Participant deferral / active EE | $3,730 | $6,651-43.9% | $8,066-53.8% | $4,299-13.2% |
| Admin fee / account holder | $3,951 | $7,951-50.3% | $12,989-69.6% | $6,924-42.9% |