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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 | $16,899 | $150,346-88.8% | $120,524-86.0% | $145,877-88.4% |
| Participation rate | 47.4% | 78.8%-31.4pp | 71.9%-24.6pp | 80.3%-32.9pp |
| Annual return | 13.62% | 154.40%-140.8pp | 107.36%-93.7pp | 551.28%-537.7pp |
| Employer contribution / active EE | $812 | $4,353-81.3% | $3,469-76.6% | $4,663-82.6% |
| Participant deferral / active EE | $4,249 | $6,172-31.2% | $4,994-14.9% | $6,691-36.5% |
| Admin fee / account holder | $645 | $12,215-94.7% | $9,440-93.2% | $13,402-95.2% |