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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 | $15,887 | $150,435-89.4% | $120,580-86.8% | $145,897-89.1% |
| Participation rate | 27.3% | 78.8%-51.5pp | 72.0%-44.7pp | 80.3%-53.0pp |
| Annual return | 12.31% | 154.60%-142.3pp | 107.48%-95.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $835 | $4,352-80.8% | $3,469-75.9% | $4,663-82.1% |
| Participant deferral / active EE | $1,840 | $6,174-70.2% | $4,995-63.2% | $6,689-72.5% |
| Admin fee / account holder | $18,030 | $12,182+48.0% | $9,418+91.4% | $13,390+34.6% |